BONH
MS icon

Bank of New Hampshire’s Morgan Stanley MS Stock Holding History

Bank of New Hampshire’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
Q3 		$918K Sell
4,881
-165
-3% -$35.1K 0.2% 103
2026
Q2 		$1.05M Sell
5,046
-80
-2% -$15.8K 0.22% 99
2026
Q1 		$844K Sell
5,126
-57
-1% -$9.87K 0.19% 109
2025
Q4 		$920K Sell
5,183
-185
-3% -$30.9K 0.21% 99
2025
Q3 		$853K Hold
5,368
– – 0.2% 100
2025
Q2 		$756K Sell
5,368
-510
-9% -$62.6K 0.19% 110
2025
Q1 		$686K Sell
5,878
-435
-7% -$56.1K 0.18% 118
2024
Q4 		$794K Buy
6,313
+93
+1% +$11.5K 0.2% 99
2024
Q3 		$648K Sell
6,220
-2,203
-26% -$222K 0.16% 117
2024
Q2 		$819K Sell
8,423
-653
-7% -$62.2K 0.21% 101
2024
Q1 		$855K Sell
9,076
-1,523
-14% -$134K 0.22% 96
2023
Q4 		$988K Sell
10,599
-9,857
-48% -$789K 0.28% 90
2023
Q3 		$1.67M Sell
20,456
-116
-0.6% -$10.1K 0.5% 57
2023
Q2 		$1.76M Sell
20,572
-100
-0.5% -$8.55K 0.5% 58
2023
Q1 		$1.82M Sell
20,672
-1,014
-5% -$94.6K 0.54% 55
2022
Q4 		$1.84M Sell
21,686
-668
-3% -$56.9K 0.56% 56
2022
Q3 		$1.77M Sell
22,354
-381
-2% -$32.1K 0.55% 51
2022
Q2 		$1.73M Sell
22,735
-1,578
-6% -$129K 0.5% 57
2022
Q1 		$2.13M Sell
24,313
-44
-0.2% -$4.25K 0.52% 53
2021
Q4 		$2.39M Sell
24,357
-7,022
-22% -$699K 0.58% 48
2021
Q3 		$2.88M Hold
31,379
– – 0.77% 39
2021
Q2 		$2.88M Buy
+31,379
New +$2.69M 0.77% 39

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Bank of New Hampshire's MS Position: Q3 2026 in Review

Bank of New Hampshire reduced its Morgan Stanley (MS) stake by 3.3% in Q3 2026, selling an estimated $35.1K and leaving 4,881 shares worth $918K. The position accounts for 0.2% of the portfolio, ranked #103.

Bank of New Hampshire first reported a position in MS in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.88M in Q3 2021. 83 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Bank of New Hampshire held 4,881 shares of Morgan Stanley worth $918K as of Q3 2026.
  • Bank of New Hampshire sold 165 Morgan Stanley shares in Q3 2026, an estimated $35.1K.
  • Morgan Stanley made up 0.2% of Bank of New Hampshire's portfolio in Q3 2026, its #103 holding.
  • Bank of New Hampshire first reported a position in Morgan Stanley in Q2 2021 and has held it in 22 quarters since.
  • Bank of New Hampshire's Morgan Stanley position peaked at $2.88M in Q3 2021.
  • 83 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Bank of New Hampshire's 13F filing for Q3 2026, filed 6 Oct 2026.