First County Bank’s Morgan Stanley MS Stock Holding History

First County 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	$656K	Sell	3,139 -20	-0.6%	-$3.96K	0.31%	83
2026 Q1	$520K	Buy	3,159 +241	+8%	+$41.7K	0.28%	99
2025 Q4	$518K	Sell	2,918 -358	-11%	-$59.7K	0.27%	97
2025 Q3	$521K	Sell	3,276 -1,608	-33%	-$237K	0.27%	100
2025 Q2	$688K	Sell	4,884 -184	-4%	-$22.6K	0.37%	83
2025 Q1	$591K	Sell	5,068 -172	-3%	-$22.2K	0.33%	91
2024 Q4	$659K	Buy	5,240 +980	+23%	+$121K	0.37%	82
2024 Q3	$444K	Buy	4,260 +547	+15%	+$55.1K	0.22%	107
2024 Q2	$361K	Sell	3,713 -94	-2%	-$8.95K	0.19%	116
2024 Q1	$358K	Sell	3,807 -553	-13%	-$48.7K	0.18%	120
2023 Q4	$407K	Sell	4,360 -34	-0.8%	-$2.72K	0.2%	116
2023 Q3	$359K	Sell	4,394 -710	-14%	-$61.6K	0.19%	120
2023 Q2	$436K	Sell	5,104 -678	-12%	-$58K	0.21%	116
2023 Q1	$508K	Sell	5,782 -106	-2%	-$9.89K	0.25%	113
2022 Q4	$501K	Buy	+5,888	New	+$502K	0.24%	106

Other funds holding MS

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

First County Bank's MS Position: Q2 2026 in Review

First County Bank reduced its Morgan Stanley (MS) stake by 0.63% in Q2 2026, selling an estimated $3.96K and leaving 3,139 shares worth $656K. The position accounts for 0.31% of the portfolio, ranked #83.

First County Bank first reported a position in MS in Q4 2022 and has held it in 15 quarters since. The position peaked at $688K in Q2 2025. 607 funds tracked by Wall St. Rank hold MS as of Q2 2026.

First County Bank held 3,139 shares of Morgan Stanley worth $656K as of Q2 2026.
First County Bank sold 20 Morgan Stanley shares in Q2 2026, an estimated $3.96K.
Morgan Stanley made up 0.31% of First County Bank's portfolio in Q2 2026, its #83 holding.
First County Bank first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
First County Bank's Morgan Stanley position peaked at $688K in Q2 2025.
607 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.