IIM
MS icon

Ipswich Investment Management’s Morgan Stanley MS Stock Holding History

Ipswich Investment Management’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 		$580K Hold
2,774
– – 0.12% 117
2026
Q1 		$456K Hold
2,774
– – 0.11% 133
2025
Q4 		$492K Hold
2,774
– – 0.11% 122
2025
Q3 		$441K Hold
2,774
– – 0.1% 129
2025
Q2 		$391K Sell
2,774
-79
-3% -$9.7K 0.09% 134
2025
Q1 		$333K Hold
2,853
– – 0.08% 141
2024
Q4 		$359K Hold
2,853
– – 0.09% 143
2024
Q3 		$297K Sell
2,853
-1
-0% -$101 0.07% 159
2024
Q2 		$277K Sell
2,854
-14
-0.5% -$1.33K 0.06% 162
2024
Q1 		$270K Hold
2,868
– – 0.06% 169
2023
Q4 		$267K Hold
2,868
– – 0.07% 163
2023
Q3 		$234K Sell
2,868
-100
-3% -$8.68K 0.06% 162
2023
Q2 		$253K Sell
2,968
-100
-3% -$8.55K 0.07% 164
2023
Q1 		$269K Hold
3,068
– – 0.07% 155
2022
Q4 		$261K Hold
3,068
– – 0.07% 155
2022
Q3 		$242K Sell
3,068
-583
-16% -$49.1K 0.08% 156
2022
Q2 		$278K Sell
3,651
-996
-21% -$81.6K 0.08% 156
2022
Q1 		$406K Buy
4,647
+115
+3% +$11.1K 0.1% 138
2021
Q4 		$445K Sell
4,532
-200
-4% -$19.9K 0.1% 142
2021
Q3 		$460K Buy
4,732
+300
+7% +$29.7K 0.12% 133
2021
Q2 		$406K Hold
4,432
– – 0.1% 147
2021
Q1 		$344K Buy
+4,432
New +$340K 0.1% 145

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

Ipswich Investment Management's MS Position: Q2 2026 in Review

Ipswich Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 2,774 shares worth $580K. The position accounts for 0.12% of the portfolio, ranked #117.

Ipswich Investment Management first reported a position in MS in Q1 2021 and has held it in 22 quarters since. 961 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ipswich Investment Management held 2,774 shares of Morgan Stanley worth $580K as of Q2 2026.
  • Ipswich Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.12% of Ipswich Investment Management's portfolio in Q2 2026, its #117 holding.
  • Ipswich Investment Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • 961 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.