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Boston Trust Walden’s Morgan Stanley MS Stock Holding History

Boston Trust Walden’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 		$45M Buy
215,325
+6,604
+3% +$1.31M 0.34% 104
2026
Q1 		$34.3M Sell
208,721
-7,632
-4% -$1.32M 0.28% 129
2025
Q4 		$38.4M Buy
216,353
+37,355
+21% +$6.23M 0.29% 131
2025
Q3 		$28.5M Buy
178,998
+30,765
+21% +$4.54M 0.21% 161
2025
Q2 		$20.9M Buy
148,233
+145,810
+6,018% +$17.9M 0.15% 171
2025
Q1 		$283K Hold
2,423
– – ﹤0.01% 350
2024
Q4 		$305K Hold
2,423
– – ﹤0.01% 346
2024
Q3 		$253K Hold
2,423
– – ﹤0.01% 357
2024
Q2 		$235K Hold
2,423
– – ﹤0.01% 359
2024
Q1 		$228K Hold
2,423
– – ﹤0.01% 361
2023
Q4 		$226K Buy
+2,423
New +$194K ﹤0.01% 356
2023
Q3 		– Sell
-2,423
Closed -$207K – 368
2023
Q2 		$207K Hold
2,423
– – ﹤0.01% 362
2023
Q1 		$213K Hold
2,423
– – ﹤0.01% 359
2022
Q4 		$206K Buy
+2,423
New +$207K ﹤0.01% 359
2022
Q2 		– Sell
-2,423
Closed -$212K – 382
2022
Q1 		$212K Hold
2,423
– – ﹤0.01% 381
2021
Q4 		$238K Hold
2,423
– – ﹤0.01% 375
2021
Q3 		$236K Hold
2,423
– – ﹤0.01% 372
2021
Q2 		$222K Buy
+2,423
New +$208K ﹤0.01% 376
2020
Q1 		– Sell
-5,199
Closed -$266K – 368
2019
Q4 		$266K Buy
5,199
+116
+2% +$5.49K ﹤0.01% 360
2019
Q3 		$217K Hold
5,083
– – ﹤0.01% 369
2019
Q2 		$223K Hold
5,083
– – ﹤0.01% 370
2019
Q1 		$215K Sell
5,083
-200
-4% -$8.42K ﹤0.01% 374
2018
Q4 		$209K Hold
5,283
– – ﹤0.01% 366
2018
Q3 		$246K Hold
5,283
– – ﹤0.01% 363
2018
Q2 		$250K Hold
5,283
– – ﹤0.01% 365
2018
Q1 		$285K Buy
+5,283
New +$292K ﹤0.01% 365

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

Boston Trust Walden's MS Position: Q2 2026 in Review

Boston Trust Walden increased its Morgan Stanley (MS) stake by 3.2% in Q2 2026, buying an estimated $1.31M and bringing the position to 215,325 shares worth $45M. The position accounts for 0.34% of the portfolio, ranked #104.

Boston Trust Walden first reported a position in MS in Q1 2018 and has held it in 26 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Boston Trust Walden held 215,325 shares of Morgan Stanley worth $45M as of Q2 2026.
  • Boston Trust Walden bought 6,604 Morgan Stanley shares in Q2 2026, an estimated $1.31M.
  • Morgan Stanley made up 0.34% of Boston Trust Walden's portfolio in Q2 2026, its #104 holding.
  • Boston Trust Walden first reported a position in Morgan Stanley in Q1 2018 and has held it in 26 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.