J.P. Marvel Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.6M | Sell |
197,873
-290
| -0.1% | -$50.2K | 4.62% | 7 |
|
|
2025
Q4 | $35.2M | Hold |
198,163
| – | – | 4.89% | 6 |
|
|
2025
Q3 | $31.5M | Buy |
198,163
+589
| +0.3% | +$87K | 4.58% | 6 |
|
|
2025
Q2 | $27.8M | Sell |
197,574
-747
| -0.4% | -$91.8K | 4.48% | 7 |
|
|
2025
Q1 | $23.1M | Sell |
198,321
-371
| -0.2% | -$47.8K | 4% | 7 |
|
|
2024
Q4 | $25M | Sell |
198,692
-1,234
| -0.6% | -$152K | 4.12% | 7 |
|
|
2024
Q3 | $20.8M | Sell |
199,926
-586
| -0.3% | -$59K | 3.4% | 8 |
|
|
2024
Q2 | $19.5M | Hold |
200,512
| – | – | 3.2% | 9 |
|
|
2024
Q1 | $18.9M | Sell |
200,512
-171
| -0.1% | -$15.1K | 3.27% | 8 |
|
|
2023
Q4 | $18.7M | Sell |
200,683
-3,810
| -2% | -$305K | 3.71% | 8 |
|
|
2023
Q3 | $16.7M | Hold |
204,493
| – | – | 3.6% | 7 |
|
|
2023
Q2 | $17.5M | Sell |
204,493
-2,373
| -1% | -$203K | 3.64% | 7 |
|
|
2023
Q1 | $18.2M | Sell |
206,866
-214
| -0.1% | -$20K | 4.1% | 6 |
|
|
2022
Q4 | $17.6M | Sell |
207,080
-360
| -0.2% | -$30.7K | 4.13% | 5 |
|
|
2022
Q3 | $16.4M | Sell |
207,440
-910
| -0.4% | -$76.7K | 4.18% | 5 |
|
|
2022
Q2 | $15.8M | Sell |
208,350
-783
| -0.4% | -$64.1K | 3.81% | 5 |
|
|
2022
Q1 | $18.3M | Sell |
209,133
-1,790
| -0.8% | -$173K | 3.72% | 6 |
|
|
2021
Q4 | $20.7M | Sell |
210,923
-433
| -0.2% | -$43.1K | 4.05% | 6 |
|
|
2021
Q3 | $20.6M | Buy |
211,356
+171
| +0.1% | +$16.9K | 6.19% | 3 |
|
|
2021
Q2 | $19.4M | Sell |
211,185
-31
| -0% | -$2.66K | 4.12% | 5 |
|
|
2021
Q1 | $16.4M | Buy |
211,216
+449
| +0.2% | +$34.4K | 3.88% | 6 |
|
|
2020
Q4 | $14.4M | Buy |
210,767
+8,680
| +4% | +$498K | 3.73% | 5 |
|
|
2020
Q3 | $9.77M | Sell |
202,087
-710
| -0.4% | -$35.8K | 2.81% | 10 |
|
|
2020
Q2 | $9.79M | Sell |
202,797
-2,063
| -1% | -$86.6K | 3.1% | 9 |
|
|
2020
Q1 | $6.96M | Sell |
204,860
-130
| -0.1% | -$6.12K | 2.64% | 14 |
|
|
2019
Q4 | $10.5M | Buy |
204,990
+281
| +0.1% | +$13.3K | 3.03% | 10 |
|
|
2019
Q3 | $8.73M | Buy |
+204,709
| New | +$8.75M | 2.8% | 11 |
|
|
2019
Q1 | $8.7M | Sell |
206,032
-150
| -0.1% | -$6.31K | 2.82% | 10 |
|
|
2018
Q4 | $8.18M | Buy |
+206,182
| New | +$9M | 2.95% | 9 |
|
|
2018
Q2 | $9.84M | Sell |
207,617
-2,733
| -1% | -$143K | 3.02% | 8 |
|
|
2018
Q1 | $11.3M | Sell |
210,350
-1,180
| -0.6% | -$65.3K | 3.5% | 3 |
|
|
2017
Q4 | $11.1M | Sell |
211,530
-2,132
| -1% | -$108K | 3.38% | 2 |
|
|
2017
Q3 | $10.3M | Sell |
213,662
-3,903
| -2% | -$181K | 3.27% | 3 |
|
|
2017
Q2 | $9.7M | Sell |
217,565
-1,040
| -0.5% | -$44.8K | 3.21% | 5 |
|
|
2017
Q1 | $9.37M | Sell |
218,605
-12,562
| -5% | -$557K | 3.1% | 6 |
|
|
2016
Q4 | $9.77M | Buy |
231,167
+27,390
| +13% | +$1.04M | 3.34% | 3 |
|
|
2016
Q3 | $6.53M | Sell |
203,777
-1,080
| -0.5% | -$32.2K | 2.32% | 17 |
|
|
2016
Q2 | $5.32M | Sell |
204,857
-5,504
| -3% | -$144K | 1.86% | 22 |
|
|
2016
Q1 | $5.26M | Sell |
210,361
-792
| -0.4% | -$20.2K | 1.89% | 20 |
|
|
2015
Q4 | $6.72M | Buy |
+211,153
| New | +$7.02M | 2.34% | 14 |
|
|
2015
Q2 | $8.29M | Sell |
213,768
-1,620
| -0.8% | -$61.6K | 2.79% | 10 |
|
|
2015
Q1 | $7.69M | Sell |
215,388
-1,200
| -0.6% | -$43.1K | 2.62% | 11 |
|
|
2014
Q4 | $8.4M | Buy |
216,588
+14,200
| +7% | +$505K | 2.92% | 11 |
|
|
2014
Q3 | $7M | Sell |
202,388
-1,362
| -0.7% | -$45.4K | 2.53% | 11 |
|
|
2014
Q2 | $6.59M | Sell |
203,750
-7,630
| -4% | -$235K | 2.24% | 13 |
|
|
2014
Q1 | $6.59M | Sell |
211,380
-6,440
| -3% | -$199K | 2.32% | 14 |
|
|
2013
Q4 | $6.83M | Buy |
217,820
+2,980
| +1% | +$88.6K | 2.44% | 13 |
|
|
2013
Q3 | $5.79M | Sell |
214,840
-480
| -0.2% | -$12.9K | 2.24% | 13 |
|
|
2013
Q2 | $5.26M | Buy |
+215,320
| New | +$5.11M | 2.19% | 14 |
|
Other funds holding MS
VCM
VPM
J.P. Marvel Investment Advisors's MS Position: Q1 2026 in Review
J.P. Marvel Investment Advisors reduced its Morgan Stanley (MS) stake by 0.15% in Q1 2026, selling an estimated $50.2K and leaving 197,873 shares worth $32.6M. The position accounts for 4.62% of the portfolio, ranked #7.
J.P. Marvel Investment Advisors first reported a position in MS in Q2 2013 and has held it in 49 quarters since. The position peaked at $35.2M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- J.P. Marvel Investment Advisors held 197,873 shares of Morgan Stanley worth $32.6M as of Q1 2026.
- J.P. Marvel Investment Advisors sold 290 Morgan Stanley shares in Q1 2026, an estimated $50.2K.
- Morgan Stanley made up 4.62% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #7 holding.
- J.P. Marvel Investment Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 49 quarters since.
- J.P. Marvel Investment Advisors's Morgan Stanley position peaked at $35.2M in Q4 2025.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.