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 Q3	$33.4M	Sell	177,702 -37,623	-17%	-$7.99M	0.27%	126
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

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Boston Trust Walden's MS Position: Q3 2026 in Review

Boston Trust Walden reduced its Morgan Stanley (MS) stake by 17% in Q3 2026, selling an estimated $7.99M and leaving 177,702 shares worth $33.4M. The position accounts for 0.27% of the portfolio, ranked #126.

Boston Trust Walden first reported a position in MS in Q1 2018 and has held it in 27 quarters since. The position peaked at $45M in Q2 2026. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Boston Trust Walden held 177,702 shares of Morgan Stanley worth $33.4M as of Q3 2026.
Boston Trust Walden sold 37,623 Morgan Stanley shares in Q3 2026, an estimated $7.99M.
Morgan Stanley made up 0.27% of Boston Trust Walden's portfolio in Q3 2026, its #126 holding.
Boston Trust Walden first reported a position in Morgan Stanley in Q1 2018 and has held it in 27 quarters since.
Boston Trust Walden's Morgan Stanley position peaked at $45M in Q2 2026.
1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Boston Trust Walden's 13F filing for Q3 2026, filed 30 Oct 2026.