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Appleton Partners’s Morgan Stanley MS Stock Holding History

Appleton Partners’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.1M Sell
139,249
-10,967
-7% -$2.17M 1.78% 11
2026
Q1 		$24.7M Sell
150,216
-1,280
-0.8% -$222K 1.72% 12
2025
Q4 		$26.9M Sell
151,496
-1,437
-0.9% -$240K 1.77% 12
2025
Q3 		$24.3M Sell
152,933
-1,973
-1% -$291K 1.63% 14
2025
Q2 		$21.8M Buy
154,906
+168
+0.1% +$20.6K 1.54% 16
2025
Q1 		$18.1M Buy
154,738
+1,698
+1% +$219K 1.4% 15
2024
Q4 		$19.2M Sell
153,040
-4,692
-3% -$578K 1.42% 13
2024
Q3 		$16.4M Buy
157,732
+396
+0.3% +$39.9K 1.21% 18
2024
Q2 		$15.3M Sell
157,336
-4,905
-3% -$467K 1.18% 19
2024
Q1 		$15.3M Buy
162,241
+4,661
+3% +$410K 1.19% 19
2023
Q4 		$14.7M Buy
157,580
+5,785
+4% +$463K 1.19% 19
2023
Q3 		$12.4M Buy
151,795
+4,189
+3% +$364K 1.1% 20
2023
Q2 		$12.6M Buy
147,606
+7,307
+5% +$625K 1.06% 21
2023
Q1 		$12.3M Buy
140,299
+35,209
+34% +$3.29M 1.1% 22
2022
Q4 		$8.94M Sell
105,090
-3,515
-3% -$300K 0.85% 32
2022
Q3 		$8.58M Buy
108,605
+743
+0.7% +$62.6K 0.86% 30
2022
Q2 		$8.2M Buy
107,862
+2,606
+2% +$213K 0.78% 34
2022
Q1 		$9.2M Buy
105,256
+9,582
+10% +$924K 0.75% 39
2021
Q4 		$9.39M Buy
95,674
+16,662
+21% +$1.66M 0.71% 42
2021
Q3 		$7.69M Buy
79,012
+12,365
+19% +$1.23M 0.64% 46
2021
Q2 		$6.11M Buy
66,647
+15,916
+31% +$1.36M 0.52% 56
2021
Q1 		$3.94M Buy
50,731
+16,663
+49% +$1.28M 0.37% 77
2020
Q4 		$2.33M Sell
34,068
-1,104
-3% -$63.3K 0.23% 92
2020
Q3 		$1.7M Sell
35,172
-737
-2% -$37.1K 0.19% 105
2020
Q2 		$1.73M Sell
35,909
-176
-0.5% -$7.39K 0.21% 103
2020
Q1 		$1.23M Sell
36,085
-1,040
-3% -$49K 0.17% 119
2019
Q4 		$1.9M Buy
37,125
+154
+0.4% +$7.29K 0.21% 113
2019
Q3 		$1.58M Buy
36,971
+246
+0.7% +$10.5K 0.19% 118
2019
Q2 		$1.61M Buy
36,725
+3,630
+11% +$162K 0.2% 119
2019
Q1 		$1.4M Buy
33,095
+6,520
+25% +$274K 0.19% 125
2018
Q4 		$1.05M Sell
26,575
-2,510
-9% -$110K 0.16% 132
2018
Q3 		$1.35M Buy
29,085
+1,220
+4% +$59.6K 0.18% 121
2018
Q2 		$1.32M Buy
27,865
+5,675
+26% +$297K 0.19% 118
2018
Q1 		$1.2M Buy
22,190
+6,415
+41% +$355K 0.18% 127
2017
Q4 		$828K Buy
15,775
+2,945
+23% +$149K 0.13% 144
2017
Q3 		$618K Buy
12,830
+7,485
+140% +$347K 0.1% 152
2017
Q2 		$238K Hold
5,345
– – 0.04% 221
2017
Q1 		$229K Sell
5,345
-62
-1% -$2.75K 0.04% 214
2016
Q4 		$228K Buy
+5,407
New +$204K 0.05% 193

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Appleton Partners's MS Position: Q2 2026 in Review

Appleton Partners reduced its Morgan Stanley (MS) stake by 7.3% in Q2 2026, selling an estimated $2.17M and leaving 139,249 shares worth $29.1M. The position accounts for 1.78% of the portfolio, ranked #11.

Appleton Partners first reported a position in MS in Q4 2016 and has held it in 39 quarters since. 866 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Appleton Partners held 139,249 shares of Morgan Stanley worth $29.1M as of Q2 2026.
  • Appleton Partners sold 10,967 Morgan Stanley shares in Q2 2026, an estimated $2.17M.
  • Morgan Stanley made up 1.78% of Appleton Partners's portfolio in Q2 2026, its #11 holding.
  • Appleton Partners first reported a position in Morgan Stanley in Q4 2016 and has held it in 39 quarters since.
  • 866 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.