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 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Bank of New Hampshire's MS Position: Q2 2026 in Review

Bank of New Hampshire reduced its Morgan Stanley (MS) stake by 1.6% in Q2 2026, selling an estimated $15.8K and leaving 5,046 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #99.

Bank of New Hampshire first reported a position in MS in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.88M in Q3 2021. 1,353 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Bank of New Hampshire held 5,046 shares of Morgan Stanley worth $1.05M as of Q2 2026.
Bank of New Hampshire sold 80 Morgan Stanley shares in Q2 2026, an estimated $15.8K.
Morgan Stanley made up 0.22% of Bank of New Hampshire's portfolio in Q2 2026, its #99 holding.
Bank of New Hampshire first reported a position in Morgan Stanley in Q2 2021 and has held it in 21 quarters since.
Bank of New Hampshire's Morgan Stanley position peaked at $2.88M in Q3 2021.
1,353 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.