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HM Payson & Co’s Morgan Stanley MS Stock Holding History

HM Payson & Co’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 		$15.1M Buy
72,349
+62,846
+661% +$12.4M 0.2% 78
2026
Q1 		$1.56M Buy
9,503
+1,413
+17% +$245K 0.02% 180
2025
Q4 		$1.44M Sell
8,090
-612
-7% -$102K 0.02% 181
2025
Q3 		$1.38M Buy
8,702
+213
+3% +$31.5K 0.02% 181
2025
Q2 		$1.2M Buy
8,489
+449
+6% +$55.1K 0.02% 195
2025
Q1 		$938K Buy
8,040
+783
+11% +$101K 0.02% 221
2024
Q4 		$912K Sell
7,257
-53
-0.7% -$6.53K 0.02% 221
2024
Q3 		$762K Buy
7,310
+1,439
+25% +$145K 0.01% 245
2024
Q2 		$571K Sell
5,871
-230
-4% -$21.9K 0.01% 259
2024
Q1 		$574K Sell
6,101
-421
-6% -$37.1K 0.01% 266
2023
Q4 		$608K Sell
6,522
-400
-6% -$32K 0.01% 253
2023
Q3 		$565K Hold
6,922
– – 0.01% 250
2023
Q2 		$591K Sell
6,922
-230
-3% -$19.7K 0.01% 244
2023
Q1 		$628K Hold
7,152
– – 0.02% 231
2022
Q4 		$608K Buy
7,152
+115
+2% +$9.8K 0.02% 231
2022
Q3 		$556K Hold
7,037
– – 0.02% 236
2022
Q2 		$535K Hold
7,037
– – 0.01% 245
2022
Q1 		$615K Sell
7,037
-28
-0.4% -$2.7K 0.01% 248
2021
Q4 		$694K Buy
7,065
+1,816
+35% +$181K 0.02% 245
2021
Q3 		$511K Buy
5,249
+355
+7% +$35.2K 0.01% 274
2021
Q2 		$449K Sell
4,894
-51
-1% -$4.37K 0.01% 282
2021
Q1 		$384K Sell
4,945
-181
-4% -$13.9K 0.01% 297
2020
Q4 		$351K Buy
5,126
+1,045
+26% +$60K 0.01% 311
2020
Q3 		$197K Sell
4,081
-806
-16% -$40.6K 0.01% 356
2020
Q2 		$236K Hold
4,887
– – 0.01% 318
2020
Q1 		$166K Sell
4,887
-2,000
-29% -$94.2K 0.01% 349
2019
Q4 		$352K Hold
6,887
– – 0.01% 306
2019
Q3 		$294K Sell
6,887
-220
-3% -$9.4K 0.01% 327
2019
Q2 		$311K Buy
+7,107
New +$317K 0.01% 322
2018
Q4 		– Sell
-6,887
Closed -$321K – 261
2018
Q3 		$321K Sell
6,887
-947
-12% -$46.2K 0.01% 264
2018
Q2 		$371K Buy
7,834
+355
+5% +$18.6K 0.02% 249
2018
Q1 		$403K Buy
7,479
+947
+14% +$52.4K 0.02% 242
2017
Q4 		$343K Hold
6,532
– – 0.01% 271
2017
Q3 		$315K Sell
6,532
-925
-12% -$42.9K 0.01% 264
2017
Q2 		$332K Buy
7,457
+106
+1% +$4.57K 0.02% 263
2017
Q1 		$315K Buy
7,351
+10
+0.1% +$444 0.01% 265
2016
Q4 		$310K Buy
7,341
+633
+9% +$23.9K 0.01% 264
2016
Q3 		$215K Buy
+6,708
New +$200K 0.01% 300
2016
Q1 		– Sell
-6,840
Closed -$218K – 344
2015
Q4 		$218K Hold
6,840
– – 0.01% 288
2015
Q3 		$215K Hold
6,840
– – 0.01% 276
2015
Q2 		$265K Buy
6,840
+92
+1% +$3.5K 0.01% 264
2015
Q1 		$241K Sell
6,748
-133
-2% -$4.77K 0.01% 270
2014
Q4 		$267K Buy
+6,881
New +$245K 0.01% 263

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HM Payson & Co's MS Position: Q2 2026 in Review

HM Payson & Co increased its Morgan Stanley (MS) stake by 661% in Q2 2026, buying an estimated $12.4M and bringing the position to 72,349 shares worth $15.1M. The position accounts for 0.2% of the portfolio, ranked #78.

HM Payson & Co first reported a position in MS in Q4 2014 and has held it in 43 quarters since. 968 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • HM Payson & Co held 72,349 shares of Morgan Stanley worth $15.1M as of Q2 2026.
  • HM Payson & Co bought 62,846 Morgan Stanley shares in Q2 2026, an estimated $12.4M.
  • Morgan Stanley made up 0.2% of HM Payson & Co's portfolio in Q2 2026, its #78 holding.
  • HM Payson & Co first reported a position in Morgan Stanley in Q4 2014 and has held it in 43 quarters since.
  • 968 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.