Clean Yield Group’s Morgan Stanley MS Stock Holding History

Clean Yield Group’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	$2.63K	Hold	14	–	–	﹤0.01%	369
2026 Q2	$2.93K	Hold	14	–	–	﹤0.01%	368
2026 Q1	$2.3K	Hold	14	–	–	﹤0.01%	361
2025 Q4	$2.48K	Hold	14	–	–	﹤0.01%	374
2025 Q3	$2.22K	Hold	14	–	–	﹤0.01%	375
2025 Q2	$1.97K	Hold	14	–	–	﹤0.01%	365
2025 Q1	$1.63K	Sell	14 -21	-60%	-$2.71K	﹤0.01%	402
2024 Q4	$4.4K	Hold	35	–	–	﹤0.01%	365
2024 Q3	$3.65K	Buy	+35	New	+$3.52K	﹤0.01%	376
2020 Q1	–	Sell	-814	Closed	-$42K	–	401
2019 Q4	$42K	Hold	814	–	–	0.01%	233
2019 Q3	$35K	Hold	814	–	–	0.01%	235
2019 Q2	$36K	Buy	+814	New	+$36.3K	0.01%	227
2019 Q1	–	Sell	-200	Closed	-$8K	–	331
2018 Q4	$8K	Buy	+200	New	+$8.73K	﹤0.01%	266

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

Clean Yield Group's MS Position: Q3 2026 in Review

Clean Yield Group held its Morgan Stanley (MS) position steady in Q3 2026 at 14 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Clean Yield Group first reported a position in MS in Q4 2018 and has held it in 13 quarters since. The position peaked at $42K in Q4 2019. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Clean Yield Group held 14 shares of Morgan Stanley worth $2.63K as of Q3 2026.
Clean Yield Group left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up ﹤0.01% of Clean Yield Group's portfolio in Q3 2026, its #369 holding.
Clean Yield Group first reported a position in Morgan Stanley in Q4 2018 and has held it in 13 quarters since.
Clean Yield Group's Morgan Stanley position peaked at $42K in Q4 2019.
1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.