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Grove Bank & Trust’s Morgan Stanley MS Stock Holding History

Grove Bank & Trust’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
Q3 		$1.39M Hold
7,416
– – 0.14% 92
2026
Q2 		$1.55M Buy
7,416
+1
+0% +$198 0.15% 91
2026
Q1 		$1.22M Buy
7,415
+2
+0% +$346 0.14% 94
2025
Q4 		$1.32M Sell
7,413
-164
-2% -$27.4K 0.15% 90
2025
Q3 		$1.2M Hold
7,577
– – 0.14% 96
2025
Q2 		$1.07M Buy
7,577
+159
+2% +$19.5K 0.13% 103
2025
Q1 		$865K Buy
7,418
+1,032
+16% +$133K 0.12% 113
2024
Q4 		$803K Buy
6,386
+398
+7% +$49K 0.11% 117
2024
Q3 		$624K Sell
5,988
-314
-5% -$31.6K 0.09% 142
2024
Q2 		$612K Sell
6,302
-19
-0.3% -$1.81K 0.1% 130
2024
Q1 		$595K Sell
6,321
-21
-0.3% -$1.85K 0.1% 131
2023
Q4 		$591K Buy
6,342
+4,019
+173% +$322K 0.11% 137
2023
Q3 		$190K Buy
2,323
+559
+32% +$48.5K 0.04% 215
2023
Q2 		$151K Sell
1,764
-21
-1% -$1.8K 0.03% 248
2023
Q1 		$157K Buy
1,785
+211
+13% +$19.7K 0.03% 237
2022
Q4 		$134K Buy
+1,574
New +$134K 0.03% 259
2018
Q1 		– Sell
-880
Closed -$46K – 347
2017
Q4 		$46K Hold
880
– – 0.02% 305
2017
Q3 		$42K Hold
880
– – 0.02% 318
2017
Q2 		$39K Buy
880
+435
+98% +$18.8K 0.02% 282
2017
Q1 		$19K Hold
445
– – 0.02% 304
2016
Q4 		$19K Sell
445
-555
-56% -$21K 0.01% 324
2016
Q3 		$32K Buy
+1,000
New +$29.8K 0.03% 172

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Grove Bank & Trust's MS Position: Q3 2026 in Review

Grove Bank & Trust held its Morgan Stanley (MS) position steady in Q3 2026 at 7,416 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #92.

Grove Bank & Trust first reported a position in MS in Q3 2016 and has held it in 22 quarters since. The position peaked at $1.55M in Q2 2026. 76 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Grove Bank & Trust held 7,416 shares of Morgan Stanley worth $1.39M as of Q3 2026.
  • Grove Bank & Trust left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.14% of Grove Bank & Trust's portfolio in Q3 2026, its #92 holding.
  • Grove Bank & Trust first reported a position in Morgan Stanley in Q3 2016 and has held it in 22 quarters since.
  • Grove Bank & Trust's Morgan Stanley position peaked at $1.55M in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.