NERM
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New England Research & Management’s Morgan Stanley MS Stock Holding History

New England Research & 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 		$3.02M Buy
14,450
+500
+4% +$99K 1.18% 23
2026
Q1 		$2.3M Sell
13,950
-925
-6% -$160K 0.97% 31
2025
Q4 		$2.64M Sell
14,875
-400
-3% -$66.7K 1.16% 26
2025
Q3 		$2.43M Sell
15,275
-244
-2% -$36K 1.12% 24
2025
Q2 		$2.19M Sell
15,519
-175
-1% -$21.5K 1.04% 26
2025
Q1 		$1.83M Buy
15,694
+494
+3% +$63.7K 0.93% 32
2024
Q4 		$1.91M Sell
15,200
-1,700
-10% -$209K 0.97% 30
2024
Q3 		$1.76M Sell
16,900
-100
-0.6% -$10.1K 0.83% 38
2024
Q2 		$1.65M Sell
17,000
-9,205
-35% -$876K 0.79% 43
2024
Q1 		$2.47M Buy
26,205
+5,663
+28% +$499K 1.21% 21
2023
Q4 		$1.92M Sell
20,542
-875
-4% -$70K 1.01% 30
2023
Q3 		$1.75M Buy
21,417
+4,375
+26% +$380K 1% 32
2023
Q2 		$1.46M Buy
17,042
+3,050
+22% +$261K 0.84% 41
2023
Q1 		$1.23M Sell
13,992
-250
-2% -$23.3K 0.72% 51
2022
Q4 		$1.21M Buy
14,242
+4,300
+43% +$366K 0.7% 50
2022
Q3 		$786K Sell
9,942
-300
-3% -$25.3K 0.5% 72
2022
Q2 		$779K Sell
10,242
-14,751
-59% -$1.21M 0.45% 83
2022
Q1 		$2.18M Buy
24,993
+2,876
+13% +$277K 1.13% 23
2021
Q4 		$2.17M Sell
22,117
-1,090
-5% -$109K 1.05% 25
2021
Q3 		$2.26M Buy
23,207
+1,400
+6% +$139K 1.18% 21
2021
Q2 		$2M Sell
21,807
-12,180
-36% -$1.04M 1.03% 24
2021
Q1 		$2.64M Buy
33,987
+2,687
+9% +$206K 1.45% 13
2020
Q4 		$2.15M Buy
31,300
+6,550
+26% +$376K 1.33% 17
2020
Q3 		$1.2M Buy
24,750
+14,125
+133% +$712K 0.87% 36
2020
Q2 		$513K Sell
10,625
-2,050
-16% -$86.1K 0.37% 88
2020
Q1 		$431K Buy
12,675
+2,250
+22% +$106K 0.37% 88
2019
Q4 		$533K Sell
10,425
-950
-8% -$45K 0.36% 95
2019
Q3 		$485K Buy
11,375
+1,000
+10% +$42.7K 0.35% 98
2019
Q2 		$455K Sell
10,375
-900
-8% -$40.1K 0.31% 108
2019
Q1 		$476K Buy
11,275
+200
+2% +$8.42K 0.32% 101
2018
Q4 		$439K Sell
11,075
-29,147
-72% -$1.27M 0.35% 94
2018
Q3 		$1.87M Buy
40,222
+5,950
+17% +$291K 1.22% 18
2018
Q2 		$1.62M Buy
34,272
+11,550
+51% +$604K 1.07% 22
2018
Q1 		$1.23M Buy
22,722
+3,572
+19% +$198K 0.82% 48
2017
Q4 		$1M Buy
+19,150
New +$968K 0.72% 55
2017
Q3 		– Sell
-25,414
Closed -$1.13M – 171
2017
Q2 		$1.13M Buy
25,414
+5,250
+26% +$226K 0.84% 40
2017
Q1 		$864K Sell
20,164
-2,000
-9% -$88.7K 0.66% 59
2016
Q4 		$936K Sell
22,164
-3,050
-12% -$115K 0.73% 43
2016
Q3 		$808K Sell
25,214
-950
-4% -$28.3K 0.68% 47
2016
Q2 		$680K Sell
26,164
-13,050
-33% -$341K 0.59% 54
2016
Q1 		$981K Buy
39,214
+11,200
+40% +$286K 0.83% 37
2015
Q4 		$891K Sell
28,014
-2,500
-8% -$83.1K 0.77% 40
2015
Q3 		$961K Buy
30,514
+20,150
+194% +$733K 0.91% 29
2015
Q2 		$402K Sell
10,364
-6,486
-38% -$247K 0.33% 110
2015
Q1 		$601K Buy
+16,850
New +$605K 0.52% 80

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

New England Research & Management's MS Position: Q2 2026 in Review

New England Research & Management increased its Morgan Stanley (MS) stake by 3.6% in Q2 2026, buying an estimated $99K and bringing the position to 14,450 shares worth $3.02M. The position accounts for 1.18% of the portfolio, ranked #23.

New England Research & Management first reported a position in MS in Q1 2015 and has held it in 45 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • New England Research & Management held 14,450 shares of Morgan Stanley worth $3.02M as of Q2 2026.
  • New England Research & Management bought 500 Morgan Stanley shares in Q2 2026, an estimated $99K.
  • Morgan Stanley made up 1.18% of New England Research & Management's portfolio in Q2 2026, its #23 holding.
  • New England Research & Management first reported a position in Morgan Stanley in Q1 2015 and has held it in 45 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.