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Ledyard National Bank’s Morgan Stanley MS Stock Holding History

Ledyard National 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 		$755K Buy
3,613
+50
+1% +$9.9K 0.06% 140
2026
Q1 		$586K Sell
3,563
-1,086
-23% -$188K 0.05% 145
2025
Q4 		$825K Buy
4,649
+7
+0.2% +$1.17K 0.07% 125
2025
Q3 		$738K Sell
4,642
-80
-2% -$11.8K 0.07% 127
2025
Q2 		$665K Buy
4,722
+131
+3% +$16.1K 0.06% 133
2025
Q1 		$536K Buy
4,591
+6
+0.1% +$773 0.05% 139
2024
Q4 		$576K Buy
4,585
+57
+1% +$7.02K 0.05% 134
2024
Q3 		$472K Buy
4,528
+32
+0.7% +$3.22K 0.04% 151
2024
Q2 		$437K Buy
4,496
+5
+0.1% +$476 0.04% 150
2024
Q1 		$423K Sell
4,491
-250
-5% -$22K 0.04% 157
2023
Q4 		$442K Hold
4,741
– – 0.05% 148
2023
Q3 		$387K Hold
4,741
– – 0.04% 153
2023
Q2 		$405K Hold
4,741
– – 0.04% 155
2023
Q1 		$416K Sell
4,741
-43
-0.9% -$4.01K 0.05% 151
2022
Q4 		$407K Hold
4,784
– – 0.05% 153
2022
Q3 		$378K Hold
4,784
– – 0.05% 151
2022
Q2 		$364K Sell
4,784
-193
-4% -$15.8K 0.04% 163
2022
Q1 		$435K Hold
4,977
– – 0.04% 161
2021
Q4 		$489K Buy
4,977
+43
+0.9% +$4.28K 0.05% 162
2021
Q3 		$480K Sell
4,934
-95
-2% -$9.41K 0.05% 159
2021
Q2 		$461K Hold
5,029
– – 0.05% 168
2021
Q1 		$391K Buy
5,029
+1,581
+46% +$121K 0.04% 176
2020
Q4 		$236K Buy
+3,448
New +$198K 0.03% 217
2019
Q1 		– Sell
-4,367
Closed -$173K – 505
2018
Q4 		$173K Sell
4,367
-40
-0.9% -$1.75K 0.02% 275
2018
Q3 		$205K Sell
4,407
-52
-1% -$2.54K 0.02% 276
2018
Q2 		$211K Sell
4,459
-1,000
-18% -$52.3K 0.03% 277
2018
Q1 		$295K Sell
5,459
-615
-10% -$34K 0.04% 260
2017
Q4 		$319K Buy
6,074
+523
+9% +$26.4K 0.04% 259
2017
Q3 		$267K Buy
5,551
+550
+11% +$25.5K 0.04% 262
2017
Q2 		$223K Hold
5,001
– – 0.03% 254
2017
Q1 		$214K Hold
5,001
– – 0.03% 253
2016
Q4 		$211K Hold
5,001
– – 0.04% 193
2016
Q3 		$160K Sell
5,001
-208
-4% -$6.21K 0.03% 214
2016
Q2 		$135K Sell
5,209
-2,803
-35% -$73.3K 0.02% 220
2016
Q1 		$200K Hold
8,012
– – 0.04% 191
2015
Q4 		$255K Hold
8,012
– – 0.05% 164
2015
Q3 		$252K Hold
8,012
– – 0.05% 158
2015
Q2 		$311K Buy
8,012
+7,300
+1,025% +$278K 0.05% 147
2015
Q1 		$25K Hold
712
– – ﹤0.01% 371
2014
Q4 		$28K Hold
712
– – 0.01% 365
2014
Q3 		$25K Hold
712
– – ﹤0.01% 332
2014
Q2 		$23K Hold
712
– – ﹤0.01% 357
2014
Q1 		$22K Hold
712
– – ﹤0.01% 348
2013
Q4 		$22K Buy
712
+504
+242% +$15K ﹤0.01% 363
2013
Q3 		$6K Hold
208
– – ﹤0.01% 379
2013
Q2 		$5K Buy
+208
New +$4.93K ﹤0.01% 387

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

Ledyard National Bank's MS Position: Q2 2026 in Review

Ledyard National Bank increased its Morgan Stanley (MS) stake by 1.4% in Q2 2026, buying an estimated $9.9K and bringing the position to 3,613 shares worth $755K. The position accounts for 0.06% of the portfolio, ranked #140.

Ledyard National Bank first reported a position in MS in Q2 2013 and has held it in 46 quarters since. The position peaked at $825K in Q4 2025. 961 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ledyard National Bank held 3,613 shares of Morgan Stanley worth $755K as of Q2 2026.
  • Ledyard National Bank bought 50 Morgan Stanley shares in Q2 2026, an estimated $9.9K.
  • Morgan Stanley made up 0.06% of Ledyard National Bank's portfolio in Q2 2026, its #140 holding.
  • Ledyard National Bank first reported a position in Morgan Stanley in Q2 2013 and has held it in 46 quarters since.
  • Ledyard National Bank's Morgan Stanley position peaked at $825K in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.