Mascoma Wealth Management’s Morgan Stanley MS Stock Holding History

Mascoma Wealth 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	$26.5K	Buy	127 +5	+4%	+$990	﹤0.01%	236
2026 Q1	$20.1K	Buy	122 +6	+5%	+$1.04K	﹤0.01%	261
2025 Q4	$20.6K	Buy	116 +16	+16%	+$2.67K	﹤0.01%	259
2025 Q3	$15.9K	Hold	100	–	–	﹤0.01%	282
2025 Q2	$14.1K	Hold	100	–	–	﹤0.01%	293
2025 Q1	$11.7K	Buy	+100	New	+$12.9K	﹤0.01%	314
2023 Q4	–	Sell	-43	Closed	-$3.51K	–	495
2023 Q3	$3.51K	Hold	43	–	–	﹤0.01%	428
2023 Q2	$3.8K	Hold	43	–	–	﹤0.01%	417
2023 Q1	$3.87K	Hold	43	–	–	﹤0.01%	503
2022 Q4	$3.66K	Hold	43	–	–	﹤0.01%	522
2022 Q3	$3K	Hold	43	–	–	﹤0.01%	537
2022 Q2	$3K	Hold	43	–	–	﹤0.01%	551
2022 Q1	$4K	Buy	+43	New	+$4.15K	﹤0.01%	521
2021 Q4	–	Sell	-1	Closed	–	–	551
2021 Q3	$0	Buy	+1	New	+$99	﹤0.01%	460
2021 Q2	–	Sell	-1	Closed	–	–	328
2021 Q1	$0	Buy	+1	New	+$77	﹤0.01%	455

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mascoma Wealth Management's MS Position: Q2 2026 in Review

Mascoma Wealth Management increased its Morgan Stanley (MS) stake by 4.1% in Q2 2026, buying an estimated $990 and bringing the position to 127 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Mascoma Wealth Management first reported a position in MS in Q1 2021 and has held it in 15 quarters since. 867 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Mascoma Wealth Management held 127 shares of Morgan Stanley worth $26.5K as of Q2 2026.
Mascoma Wealth Management bought 5 Morgan Stanley shares in Q2 2026, an estimated $990.
Morgan Stanley made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #236 holding.
Mascoma Wealth Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 15 quarters since.
867 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.