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Essex Savings Bank’s Morgan Stanley MS Stock Holding History

Essex Savings 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 		$671K Buy
3,211
+39
+1% +$7.72K 0.15% 149
2026
Q1 		$522K Sell
3,172
-55
-2% -$9.52K 0.12% 160
2025
Q4 		$573K Buy
3,227
+4
+0.1% +$667 0.12% 151
2025
Q3 		$512K Buy
3,223
+14
+0.4% +$2.07K 0.12% 154
2025
Q2 		$452K Sell
3,209
-84
-3% -$10.3K 0.11% 168
2025
Q1 		$384K Sell
3,293
-100
-3% -$12.9K 0.09% 182
2024
Q4 		$427K Buy
3,393
+263
+8% +$32.4K 0.11% 165
2024
Q3 		$326K Sell
3,130
-62
-2% -$6.24K 0.08% 204
2024
Q2 		$310K Sell
3,192
-758
-19% -$72.2K 0.08% 187
2024
Q1 		$368K Hold
3,950
– – 0.11% 165
2023
Q4 		$368K Buy
+3,950
New +$316K 0.11% 164
2022
Q1 		– Sell
-2,239
Closed -$220K – 232
2021
Q4 		$220K Sell
2,239
-50
-2% -$4.98K 0.07% 206
2021
Q3 		$239K Sell
2,289
-61
-3% -$6.04K 0.09% 190
2021
Q2 		$214K Buy
+2,350
New +$202K 0.08% 203

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Essex Savings Bank's MS Position: Q2 2026 in Review

Essex Savings Bank increased its Morgan Stanley (MS) stake by 1.2% in Q2 2026, buying an estimated $7.72K and bringing the position to 3,211 shares worth $671K. The position accounts for 0.15% of the portfolio, ranked #149.

Essex Savings Bank first reported a position in MS in Q2 2021 and has held it in 14 quarters since. 1,002 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Essex Savings Bank held 3,211 shares of Morgan Stanley worth $671K as of Q2 2026.
  • Essex Savings Bank bought 39 Morgan Stanley shares in Q2 2026, an estimated $7.72K.
  • Morgan Stanley made up 0.15% of Essex Savings Bank's portfolio in Q2 2026, its #149 holding.
  • Essex Savings Bank first reported a position in Morgan Stanley in Q2 2021 and has held it in 14 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.