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 Q1	$2.3K	Hold	14	–	–	﹤0.01%	361
2025 Q4	$2.48K	Hold	14	–	–	﹤0.01%	374
2025 Q3	$2.23K	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

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clean Yield Group's MS Position: Q1 2026 in Review

Clean Yield Group held its Morgan Stanley (MS) position steady in Q1 2026 at 14 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Clean Yield Group first reported a position in MS in Q4 2018 and has held it in 11 quarters since. The position peaked at $42K in Q4 2019. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Clean Yield Group held 14 shares of Morgan Stanley worth $2.3K as of Q1 2026.
Clean Yield Group left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up ﹤0.01% of Clean Yield Group's portfolio in Q1 2026, its #361 holding.
Clean Yield Group first reported a position in Morgan Stanley in Q4 2018 and has held it in 11 quarters since.
Clean Yield Group's Morgan Stanley position peaked at $42K in Q4 2019.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.