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New Hampshire Trust’s Morgan Stanley MS Stock Holding History

New Hampshire Trust’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 		$804K Sell
3,848
-11
-0.3% -$2.18K 0.15% 92
2026
Q1 		$635K Sell
3,859
-157
-4% -$27.2K 0.13% 101
2025
Q4 		$713K Sell
4,016
-714
-15% -$119K 0.14% 96
2025
Q3 		$752K Buy
4,730
+1,149
+32% +$170K 0.15% 97
2025
Q2 		$504K Buy
3,581
+1,217
+51% +$149K 0.11% 114
2025
Q1 		$276K Buy
2,364
+174
+8% +$22.4K 0.06% 160
2024
Q4 		$275K Buy
2,190
+48
+2% +$5.91K 0.06% 159
2024
Q3 		$223K Buy
2,142
+37
+2% +$3.73K 0.05% 170
2024
Q2 		$205K Buy
+2,105
New +$200K 0.05% 171

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

New Hampshire Trust's MS Position: Q2 2026 in Review

New Hampshire Trust reduced its Morgan Stanley (MS) stake by 0.29% in Q2 2026, selling an estimated $2.18K and leaving 3,848 shares worth $804K. The position accounts for 0.15% of the portfolio, ranked #92.

New Hampshire Trust first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,729 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • New Hampshire Trust held 3,848 shares of Morgan Stanley worth $804K as of Q2 2026.
  • New Hampshire Trust sold 11 Morgan Stanley shares in Q2 2026, an estimated $2.18K.
  • Morgan Stanley made up 0.15% of New Hampshire Trust's portfolio in Q2 2026, its #92 holding.
  • New Hampshire Trust first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 2,729 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.