Peoples Bank (Ohio)’s Morgan Stanley MS Stock Holding History

Peoples Bank (Ohio)’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	$730K	Sell	4,433 -432	-9%	-$74.8K	0.45%	50
2025 Q4	$864K	Sell	4,865 -45	-0.9%	-$7.51K	0.54%	38
2025 Q3	$780K	Sell	4,910 -35	-0.7%	-$5.17K	0.48%	43
2025 Q2	$697K	Buy	4,945 +250	+5%	+$30.7K	0.43%	43
2025 Q1	$548K	Sell	4,695 -275	-6%	-$35.4K	0.36%	51
2024 Q4	$625K	Sell	4,970 -379	-7%	-$46.7K	0.37%	51
2024 Q3	$558K	Buy	5,349 +223	+4%	+$22.5K	0.28%	60
2024 Q2	$498K	Buy	5,126 +146	+3%	+$13.9K	0.26%	65
2024 Q1	$469K	Sell	4,980 -200	-4%	-$17.6K	0.26%	64
2023 Q4	$483K	Sell	5,180 -25	-0.5%	-$2K	0.28%	64
2023 Q3	$425K	Buy	5,205 +545	+12%	+$47.3K	0.28%	66
2023 Q2	$398K	Sell	4,660 -75	-2%	-$6.41K	0.24%	69
2023 Q1	$416K	Sell	4,735 -30	-0.6%	-$2.8K	0.27%	66
2022 Q4	$405K	Sell	4,765 -55	-1%	-$4.69K	0.26%	69
2022 Q3	$381K	Sell	4,820 -100	-2%	-$8.43K	0.26%	67
2022 Q2	$374K	Sell	4,920 -80	-2%	-$6.55K	0.23%	79
2022 Q1	$437K	Sell	5,000 -75	-1%	-$7.24K	0.22%	76
2021 Q4	$498K	Sell	5,075 -115	-2%	-$11.5K	0.25%	71
2021 Q3	$505K	Sell	5,190 -355	-6%	-$35.2K	0.27%	62
2021 Q2	$508K	Sell	5,545 -43	-0.8%	-$3.69K	0.27%	64
2021 Q1	$434K	Sell	5,588 -85	-1%	-$6.51K	0.24%	69
2020 Q4	$389K	Buy	5,673 +100	+2%	+$5.74K	0.23%	69
2020 Q3	$269K	Buy	5,573 +155	+3%	+$7.81K	0.18%	83
2020 Q2	$262K	Buy	+5,418	New	+$228K	0.18%	78
2020 Q1	–	Sell	-5,228	Closed	-$267K	–	95
2019 Q4	$267K	Buy	5,228 +162	+3%	+$7.67K	0.16%	85
2019 Q3	$216K	Buy	5,066 +68	+1%	+$2.91K	0.14%	95
2019 Q2	$219K	Sell	4,998 -60	-1%	-$2.68K	0.14%	93
2019 Q1	$213K	Sell	5,058 -90	-2%	-$3.79K	0.13%	95
2018 Q4	$204K	Sell	5,148 -550	-10%	-$24K	0.14%	99
2018 Q3	$265K	Sell	5,698 -100	-2%	-$4.88K	0.15%	89
2018 Q2	$275K	Sell	5,798 -225	-4%	-$11.8K	0.16%	84
2018 Q1	$325K	Sell	6,023 -215	-3%	-$11.9K	0.19%	75
2017 Q4	$327K	Hold	6,238	–	–	0.19%	78
2017 Q3	$300K	Sell	6,238 -75	-1%	-$3.48K	0.16%	80
2017 Q2	$281K	Hold	6,313	–	–	0.16%	81
2017 Q1	$270K	Hold	6,313	–	–	0.15%	83
2016 Q4	$267K	Sell	6,313 -100	-2%	-$3.78K	0.15%	82
2016 Q3	$206K	Buy	+6,413	New	+$191K	0.13%	90
2016 Q1	–	Sell	-7,415	Closed	-$236K	–	105
2015 Q4	$236K	Buy	+7,415	New	+$246K	0.14%	90

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

Peoples Bank (Ohio)'s MS Position: Q1 2026 in Review

Peoples Bank (Ohio) reduced its Morgan Stanley (MS) stake by 8.9% in Q1 2026, selling an estimated $74.8K and leaving 4,433 shares worth $730K. The position accounts for 0.45% of the portfolio, ranked #50.

Peoples Bank (Ohio) first reported a position in MS in Q4 2015 and has held it in 39 quarters since. The position peaked at $864K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Peoples Bank (Ohio) held 4,433 shares of Morgan Stanley worth $730K as of Q1 2026.
Peoples Bank (Ohio) sold 432 Morgan Stanley shares in Q1 2026, an estimated $74.8K.
Morgan Stanley made up 0.45% of Peoples Bank (Ohio)'s portfolio in Q1 2026, its #50 holding.
Peoples Bank (Ohio) first reported a position in Morgan Stanley in Q4 2015 and has held it in 39 quarters since.
Peoples Bank (Ohio)'s Morgan Stanley position peaked at $864K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Peoples Bank (Ohio)'s 13F filing for Q1 2026, filed 24 Apr 2026.