Loring Wolcott & Coolidge Fiduciary Advisors’s Morgan Stanley MS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q1	$3.65M	Buy	20,534 +432	+2%	+$74.8K	0.04%	99
2025 Q4	$3.67M	Sell	20,102 -250	-1%	-$41.7K	0.03%	99
2025 Q3	$3.24M	Sell	20,352 -785	-4%	-$116K	0.03%	100
2025 Q2	$2.98M	Sell	21,137 -342	-2%	-$42K	0.03%	105
2025 Q1	$2.41M	Sell	21,479 -3,018	-12%	-$389K	0.02%	117
2024 Q4	$3.35M	Hold	24,497	–	–	0.03%	113
2024 Q3	$2.92M	Buy	24,497 +367	+2%	+$37K	0.03%	121
2024 Q2	$2.56M	Hold	24,130	–	–	0.02%	109
2024 Q1	$2.22M	Buy	24,130 +133	+0.6%	+$11.7K	0.02%	110
2023 Q4	$2.09M	Hold	23,997	–	–	0.02%	115
2023 Q3	$1.76M	Sell	23,997 -1,365	-5%	-$119K	0.02%	121
2023 Q2	$2.17M	Sell	25,362 -1,103	-4%	-$94.3K	0.02%	113
2023 Q1	$2.32M	Sell	26,465 -1,725	-6%	-$161K	0.03%	108
2022 Q4	$2.4M	Sell	28,190 -14	-0%	-$1.19K	0.03%	103
2022 Q3	$2.23M	Hold	28,204	–	–	0.03%	105
2022 Q2	$2.15M	Sell	28,204 -111	-0.4%	-$9.09K	0.03%	108
2022 Q1	$2.48M	Buy	28,315 +1,705	+6%	+$164K	0.03%	110
2021 Q4	$2.61M	Sell	26,610 -515	-2%	-$51.3K	0.02%	113
2021 Q3	$2.64M	Sell	27,125 -74	-0.3%	-$7.33K	0.03%	108
2021 Q2	$2.49M	Sell	27,199 -1,230	-4%	-$105K	0.03%	115
2021 Q1	$2.21M	Buy	28,429 +3,440	+14%	+$264K	0.02%	113
2020 Q4	$1.71M	Hold	24,989	–	–	0.02%	127
2020 Q3	$1.21M	Buy	24,989 +24,935	+46,176%	+$1.26M	0.02%	132
2020 Q2	$3K	Sell	54 -625	-92%	-$26.2K	﹤0.01%	554
2020 Q1	$23K	Buy	679 +54	+9%	+$2.54K	﹤0.01%	451
2019 Q4	$32K	Hold	625	–	–	﹤0.01%	472
2019 Q3	$27K	Sell	625 -108	-15%	-$4.62K	﹤0.01%	481
2019 Q2	$32K	Sell	733 -500	-41%	-$22.3K	﹤0.01%	454
2019 Q1	$52K	Sell	1,233 -742	-38%	-$31.2K	﹤0.01%	401
2018 Q4	$78K	Buy	1,975 +1,375	+229%	+$60K	﹤0.01%	353
2018 Q3	$28K	Sell	600 -600	-50%	-$29.3K	﹤0.01%	468
2018 Q2	$57K	Hold	1,200	–	–	﹤0.01%	417
2018 Q1	$65K	Sell	1,200 -1,600	-57%	-$88.6K	﹤0.01%	411
2017 Q4	$147K	Buy	2,800 +1,524	+119%	+$77.1K	﹤0.01%	314
2017 Q3	$61K	Buy	1,276 +76	+6%	+$3.52K	﹤0.01%	406
2017 Q2	$56K	Hold	1,200	–	–	﹤0.01%	409
2017 Q1	$51K	Hold	1,200	–	–	﹤0.01%	407
2016 Q4	$51K	Hold	1,200	–	–	﹤0.01%	387
2016 Q3	$38K	Hold	1,200	–	–	﹤0.01%	425
2016 Q2	$31K	Hold	1,200	–	–	﹤0.01%	440
2016 Q1	$30K	Sell	1,200 -2,305	-66%	-$58.8K	﹤0.01%	450
2015 Q4	$111K	Buy	3,505 +200	+6%	+$6.65K	﹤0.01%	333
2015 Q3	$128K	Hold	3,305	–	–	﹤0.01%	329
2015 Q2	$128K	Hold	3,305	–	–	﹤0.01%	329
2015 Q1	$118K	Hold	3,305	–	–	﹤0.01%	348
2014 Q4	$128K	Hold	3,305	–	–	﹤0.01%	329
2014 Q3	$114K	Hold	3,305	–	–	﹤0.01%	327
2014 Q2	$107K	Hold	3,305	–	–	﹤0.01%	350
2014 Q1	$103K	Hold	3,305	–	–	﹤0.01%	338
2013 Q4	$104K	Hold	3,305	–	–	﹤0.01%	327
2013 Q3	$89K	Sell	3,305 -2,875	-47%	-$77.1K	﹤0.01%	321
2013 Q2	$151K	Buy	+6,180	New	+$147K	﹤0.01%	281

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MS Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Morgan Stanley (MS) stake by 2.1% in Q1 2026, buying an estimated $74.8K and bringing the position to 20,534 shares worth $3.65M. The position accounts for 0.04% of the portfolio, ranked #99.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.67M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 20,534 shares of Morgan Stanley worth $3.65M as of Q1 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 432 Morgan Stanley shares in Q1 2026, an estimated $74.8K.
Morgan Stanley made up 0.04% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #99 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Morgan Stanley position peaked at $3.67M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.