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Eastern Bank’s Morgan Stanley MS Stock Holding History

Eastern Bank’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 		$14.7M Buy
70,264
+4,497
+7% +$891K 0.22% 87
2026
Q1 		$10.8M Buy
65,767
+57,908
+737% +$10M 0.19% 101
2025
Q4 		$1.4M Sell
7,859
-417
-5% -$69.6K 0.02% 174
2025
Q3 		$1.32M Sell
8,276
-364
-4% -$53.7K 0.02% 175
2025
Q2 		$1.22M Sell
8,640
-46
-0.5% -$5.65K 0.02% 176
2025
Q1 		$1.01M Sell
8,686
-19
-0.2% -$2.45K 0.02% 204
2024
Q4 		$1.09M Sell
8,705
-513
-6% -$63.2K 0.02% 201
2024
Q3 		$961K Buy
9,218
+6,436
+231% +$648K 0.02% 230
2024
Q2 		$270K Sell
2,782
-414
-13% -$39.4K 0.01% 176
2024
Q1 		$301K Sell
3,196
-756
-19% -$66.6K 0.01% 182
2023
Q4 		$369K Sell
3,952
-25
-0.6% -$2K 0.02% 170
2023
Q3 		$325K Sell
3,977
-14
-0.4% -$1.22K 0.02% 175
2023
Q2 		$341K Sell
3,991
-203
-5% -$17.4K 0.02% 171
2023
Q1 		$368K Sell
4,194
-122
-3% -$11.4K 0.02% 165
2022
Q4 		$367K Hold
4,316
– – 0.02% 164
2022
Q3 		$340K Hold
4,316
– – 0.02% 165
2022
Q2 		$328K Sell
4,316
-41
-0.9% -$3.36K 0.02% 166
2022
Q1 		$380K Sell
4,357
-181
-4% -$17.5K 0.02% 167
2021
Q4 		$446K Sell
4,538
-298
-6% -$29.7K 0.02% 165
2021
Q3 		$470K Sell
4,836
-515
-10% -$51K 0.02% 152
2021
Q2 		$492K Sell
5,351
-231
-4% -$19.8K 0.02% 153
2021
Q1 		$433K Buy
5,582
+132
+2% +$10.1K 0.02% 151
2020
Q4 		$374K Sell
5,450
-205
-4% -$11.8K 0.02% 151
2020
Q3 		$273K Sell
5,655
-1,491
-21% -$75.1K 0.02% 163
2020
Q2 		$345K Sell
7,146
-158
-2% -$6.64K 0.02% 150
2020
Q1 		$249K Sell
7,304
-2,369
-24% -$112K 0.02% 153
2019
Q4 		$494K Sell
9,673
-1,619
-14% -$76.6K 0.03% 132
2019
Q3 		$482K Sell
11,292
-1,426
-11% -$60.9K 0.03% 138
2019
Q2 		$557K Sell
12,718
-8,694
-41% -$388K 0.04% 132
2019
Q1 		$903K Sell
21,412
-257,552
-92% -$10.8M 0.06% 120
2018
Q4 		$11.1M Sell
278,964
-2,822
-1% -$123K 0.83% 57
2018
Q3 		$13.1M Buy
281,786
+1,026
+0.4% +$50.1K 0.86% 56
2018
Q2 		$13.3M Buy
280,760
+1,445
+0.5% +$75.5K 0.91% 52
2018
Q1 		$15.1M Sell
279,315
-62,031
-18% -$3.43M 1.05% 33
2017
Q4 		$17.9M Buy
341,346
+1,691
+0.5% +$85.5K 1.2% 28
2017
Q3 		$16.4M Buy
339,655
+1,138
+0.3% +$52.8K 1.16% 30
2017
Q2 		$15.1M Sell
338,517
-3,135
-0.9% -$135K 1.11% 33
2017
Q1 		$14.6M Sell
341,652
-38,639
-10% -$1.71M 1.1% 33
2016
Q4 		$16.1M Sell
380,291
-8,304
-2% -$314K 1.25% 23
2016
Q3 		$12.5M Sell
388,595
-3,086
-0.8% -$92.1K 1% 42
2016
Q2 		$10.2M Buy
391,681
+272
+0.1% +$7.11K 0.82% 55
2016
Q1 		$9.79M Buy
391,409
+8,422
+2% +$215K 0.8% 54
2015
Q4 		$12.2M Buy
382,987
+4,251
+1% +$141K 1.01% 45
2015
Q3 		$11.9M Buy
378,736
+1,807
+0.5% +$65.8K 1.04% 43
2015
Q2 		$14.6M Buy
376,929
+243
+0.1% +$9.25K 1.18% 32
2015
Q1 		$13.4M Sell
376,686
-22,275
-6% -$799K 1.08% 39
2014
Q4 		$15.5M Buy
398,961
+1,322
+0.3% +$47K 1.23% 28
2014
Q3 		$13.7M Buy
397,639
+7,237
+2% +$241K 1.11% 36
2014
Q2 		$12.6M Sell
390,402
-131,313
-25% -$4.05M 1.02% 40
2014
Q1 		$16.3M Buy
521,715
+5,413
+1% +$167K 1.37% 20
2013
Q4 		$16.2M Buy
516,302
+21,103
+4% +$627K 1.38% 21
2013
Q3 		$13.3M Sell
495,199
-8,732
-2% -$234K 1.22% 28
2013
Q2 		$12.3M Buy
+503,931
New +$12M 1.15% 28

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank's MS Position: Q2 2026 in Review

Eastern Bank increased its Morgan Stanley (MS) stake by 6.8% in Q2 2026, buying an estimated $891K and bringing the position to 70,264 shares worth $14.7M. The position accounts for 0.22% of the portfolio, ranked #87.

Eastern Bank first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.9M in Q4 2017. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Eastern Bank held 70,264 shares of Morgan Stanley worth $14.7M as of Q2 2026.
  • Eastern Bank bought 4,497 Morgan Stanley shares in Q2 2026, an estimated $891K.
  • Morgan Stanley made up 0.22% of Eastern Bank's portfolio in Q2 2026, its #87 holding.
  • Eastern Bank first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • Eastern Bank's Morgan Stanley position peaked at $17.9M in Q4 2017.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.