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Berkshire Bank’s Morgan Stanley MS Stock Holding History

Berkshire Bank’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 		$1.17M Sell
5,587
-430
-7% -$85.2K 0.23% 71
2026
Q1 		$990K Sell
6,017
-179
-3% -$31K 0.2% 74
2025
Q4 		$1.1M Sell
6,196
-1,046
-14% -$174K 0.22% 74
2025
Q3 		$1.15M Sell
7,242
-294
-4% -$43.4K 0.25% 69
2025
Q2 		$1.06M Sell
7,536
-423
-5% -$52K 0.24% 70
2025
Q1 		$929K Sell
7,959
-349
-4% -$45K 0.23% 72
2024
Q4 		$1.04M Buy
8,308
+1,241
+18% +$153K 0.24% 69
2024
Q3 		$737K Buy
7,067
+48
+0.7% +$4.83K 0.17% 83
2024
Q2 		$682K Sell
7,019
-907
-11% -$86.3K 0.17% 79
2024
Q1 		$746K Buy
7,926
+126
+2% +$11.1K 0.19% 83
2023
Q4 		$727K Hold
7,800
– – 0.19% 83
2023
Q3 		$637K Buy
7,800
+133
+2% +$11.5K 0.18% 82
2023
Q2 		$655K Buy
7,667
+84
+1% +$7.18K 0.18% 81
2023
Q1 		$666K Sell
7,583
-248
-3% -$23.1K 0.2% 81
2022
Q4 		$666K Buy
7,831
+174
+2% +$14.8K 0.2% 79
2022
Q3 		$605K Buy
7,657
+1,398
+22% +$118K 0.19% 81
2022
Q2 		$476K Buy
6,259
+394
+7% +$32.3K 0.14% 91
2022
Q1 		$513K Buy
5,865
+1,214
+26% +$117K 0.12% 91
2021
Q4 		$457K Buy
4,651
+997
+27% +$99.3K 0.1% 100
2021
Q3 		$356K Sell
3,654
-61
-2% -$6.04K 0.09% 108
2021
Q2 		$340K Buy
3,715
+40
+1% +$3.43K 0.08% 113
2021
Q1 		$285K Hold
3,675
– – 0.07% 112
2020
Q4 		$252K Sell
3,675
-543
-13% -$31.2K 0.06% 116
2020
Q3 		$204K Buy
+4,218
New +$212K 0.05% 127

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Berkshire Bank's MS Position: Q2 2026 in Review

Berkshire Bank reduced its Morgan Stanley (MS) stake by 7.1% in Q2 2026, selling an estimated $85.2K and leaving 5,587 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #71.

Berkshire Bank first reported a position in MS in Q3 2020 and has held it in 24 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Berkshire Bank held 5,587 shares of Morgan Stanley worth $1.17M as of Q2 2026.
  • Berkshire Bank sold 430 Morgan Stanley shares in Q2 2026, an estimated $85.2K.
  • Morgan Stanley made up 0.23% of Berkshire Bank's portfolio in Q2 2026, its #71 holding.
  • Berkshire Bank first reported a position in Morgan Stanley in Q3 2020 and has held it in 24 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.