Choate Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.87M | Buy |
23,523
+3,853
| +20% | +$667K | 0.08% | 106 |
|
|
2025
Q4 | $3.49M | Buy |
19,670
+1,185
| +6% | +$198K | 0.07% | 110 |
|
|
2025
Q3 | $2.94M | Sell |
18,485
-32
| -0.2% | -$4.72K | 0.06% | 124 |
|
|
2025
Q2 | $2.61M | Buy |
18,517
+7,522
| +68% | +$924K | 0.06% | 123 |
|
|
2025
Q1 | $1.28M | Sell |
10,995
-34
| -0.3% | -$4.38K | 0.03% | 165 |
|
|
2024
Q4 | $1.39M | Buy |
11,029
+1,128
| +11% | +$139K | 0.03% | 161 |
|
|
2024
Q3 | $1.03M | Buy |
9,901
+198
| +2% | +$19.9K | 0.03% | 195 |
|
|
2024
Q2 | $943K | Sell |
9,703
-172
| -2% | -$16.4K | 0.02% | 197 |
|
|
2024
Q1 | $930K | Sell |
9,875
-42
| -0.4% | -$3.7K | 0.03% | 206 |
|
|
2023
Q4 | $925K | Buy |
9,917
+249
| +3% | +$19.9K | 0.03% | 192 |
|
|
2023
Q3 | $790K | Buy |
9,668
+1,923
| +25% | +$167K | 0.03% | 191 |
|
|
2023
Q2 | $661K | Buy |
7,745
+4,779
| +161% | +$409K | 0.03% | 180 |
|
|
2023
Q1 | $260K | Hold |
2,966
| – | – | 0.01% | 233 |
|
|
2022
Q4 | $252K | Sell |
2,966
-81
| -3% | -$6.9K | 0.02% | 236 |
|
|
2022
Q3 | $241K | Sell |
3,047
-500
| -14% | -$42.1K | 0.02% | 222 |
|
|
2022
Q2 | $270K | Buy |
3,547
+508
| +17% | +$41.6K | 0.02% | 223 |
|
|
2022
Q1 | $266K | Sell |
3,039
-180
| -6% | -$17.4K | 0.01% | 261 |
|
|
2021
Q4 | $316K | Buy |
3,219
+159
| +5% | +$15.8K | 0.02% | 227 |
|
|
2021
Q3 | $298K | Sell |
3,060
-275
| -8% | -$27.2K | 0.02% | 223 |
|
|
2021
Q2 | $306K | Buy |
3,335
+464
| +16% | +$39.8K | 0.02% | 225 |
|
|
2021
Q1 | $223K | Buy |
+2,871
| New | +$220K | 0.01% | 242 |
|
|
2016
Q2 | – | Sell |
-9,018
| Closed | -$226K | – | 243 |
|
|
2016
Q1 | $226K | Sell |
9,018
-2,320
| -20% | -$59.2K | 0.02% | 229 |
|
|
2015
Q4 | $440K | Buy |
11,338
+1,364
| +14% | +$45.3K | 0.03% | 180 |
|
|
2015
Q3 | $314K | Buy |
9,974
+41
| +0.4% | +$1.49K | 0.02% | 197 |
|
|
2015
Q2 | $385K | Sell |
9,933
-2,302
| -19% | -$87.6K | 0.02% | 185 |
|
|
2015
Q1 | $437K | Buy |
12,235
+897
| +8% | +$32.2K | 0.02% | 179 |
|
|
2014
Q4 | $440K | Buy |
11,338
+254
| +2% | +$9.04K | 0.03% | 181 |
|
|
2014
Q3 | $383K | Hold |
11,084
| – | – | 0.02% | 193 |
|
|
2014
Q2 | $358K | Sell |
11,084
-1,124
| -9% | -$34.7K | 0.02% | 209 |
|
|
2014
Q1 | $381K | Sell |
12,208
-495
| -4% | -$15.3K | 0.02% | 202 |
|
|
2013
Q4 | $398K | Sell |
12,703
-2,300
| -15% | -$68.4K | 0.03% | 198 |
|
|
2013
Q3 | $404K | Sell |
15,003
-25
| -0.2% | -$671 | 0.03% | 186 |
|
|
2013
Q2 | $367K | Buy |
+15,028
| New | +$356K | 0.03% | 191 |
|
Other funds holding MS
VCM
VPM
Choate Investment Advisors's MS Position: Q1 2026 in Review
Choate Investment Advisors increased its Morgan Stanley (MS) stake by 20% in Q1 2026, buying an estimated $667K and bringing the position to 23,523 shares worth $3.87M. The position accounts for 0.08% of the portfolio, ranked #106.
Choate Investment Advisors first reported a position in MS in Q2 2013 and has held it in 33 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Choate Investment Advisors held 23,523 shares of Morgan Stanley worth $3.87M as of Q1 2026.
- Choate Investment Advisors bought 3,853 Morgan Stanley shares in Q1 2026, an estimated $667K.
- Morgan Stanley made up 0.08% of Choate Investment Advisors's portfolio in Q1 2026, its #106 holding.
- Choate Investment Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 33 quarters since.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.