Canton Hathaway’s Morgan Stanley MS Stock Holding History

Canton Hathaway’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	$1.26M	Hold	6,725	–	–	0.25%	48
2026 Q2	$1.41M	Hold	6,725	–	–	0.27%	47
2026 Q1	$1.11M	Hold	6,725	–	–	0.22%	56
2025 Q4	$1.19M	Hold	6,725	–	–	0.23%	54
2025 Q3	$1.07M	Hold	6,725	–	–	0.21%	57
2025 Q2	$947K	Hold	6,725	–	–	0.19%	57
2025 Q1	$785K	Hold	6,725	–	–	0.16%	64
2024 Q4	$845K	Hold	6,725	–	–	0.21%	47
2024 Q3	$701K	Hold	6,725	–	–	0.18%	52
2024 Q2	$654K	Hold	6,725	–	–	0.18%	54
2024 Q1	$633K	Hold	6,725	–	–	0.17%	53
2023 Q4	$627K	Hold	6,725	–	–	0.19%	52
2023 Q3	$549K	Hold	6,725	–	–	0.17%	52
2023 Q2	$574K	Hold	6,725	–	–	0.18%	51
2023 Q1	$590K	Sell	6,725 -902	-12%	-$84.2K	0.2%	52
2022 Q4	$648K	Hold	7,627	–	–	0.23%	48
2022 Q3	$603K	Hold	7,627	–	–	0.22%	55
2022 Q2	$580K	Hold	7,627	–	–	0.2%	60
2022 Q1	$667K	Hold	7,627	–	–	0.19%	61
2021 Q4	$749K	Hold	7,627	–	–	0.2%	64
2021 Q3	$742K	Buy	7,627 +902	+13%	+$89.4K	0.21%	63
2021 Q2	$617K	Hold	6,725	–	–	0.18%	67
2021 Q1	$522K	Hold	6,725	–	–	0.17%	70
2020 Q4	$461K	Buy	6,725 +725	+12%	+$41.6K	0.16%	70
2020 Q3	$290K	Hold	6,000	–	–	0.12%	78
2020 Q2	$290K	Hold	6,000	–	–	0.19%	58
2020 Q1	$204K	Hold	6,000	–	–	0.15%	61
2019 Q4	$307K	Hold	6,000	–	–	0.16%	67
2019 Q3	$256K	Sell	6,000 -652	-10%	-$27.9K	0.14%	73
2019 Q2	$291K	Buy	6,652 +652	+11%	+$29.1K	0.16%	65
2019 Q1	$253K	Hold	6,000	–	–	0.15%	66
2018 Q4	$238K	Buy	+6,000	New	+$262K	0.15%	54

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Canton Hathaway's MS Position: Q3 2026 in Review

Canton Hathaway held its Morgan Stanley (MS) position steady in Q3 2026 at 6,725 shares worth $1.26M. The position accounts for 0.25% of the portfolio, ranked #48.

Canton Hathaway first reported a position in MS in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.41M in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Canton Hathaway held 6,725 shares of Morgan Stanley worth $1.26M as of Q3 2026.
Canton Hathaway left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.25% of Canton Hathaway's portfolio in Q3 2026, its #48 holding.
Canton Hathaway first reported a position in Morgan Stanley in Q4 2018 and has held it in 32 quarters since.
Canton Hathaway's Morgan Stanley position peaked at $1.41M in Q2 2026.
1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Canton Hathaway's 13F filing for Q3 2026, filed 23 Oct 2026.