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 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	$2.23K	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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clean Yield Group's MS Position: Q2 2026 in Review

Clean Yield Group held its Morgan Stanley (MS) position steady in Q2 2026 at 14 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Clean Yield Group first reported a position in MS in Q4 2018 and has held it in 12 quarters since. The position peaked at $42K in Q4 2019. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Clean Yield Group held 14 shares of Morgan Stanley worth $2.93K as of Q2 2026.
Clean Yield Group left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up ﹤0.01% of Clean Yield Group's portfolio in Q2 2026, its #368 holding.
Clean Yield Group first reported a position in Morgan Stanley in Q4 2018 and has held it in 12 quarters since.
Clean Yield Group's Morgan Stanley position peaked at $42K in Q4 2019.
2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.