Piscataqua Savings Bank’s Morgan Stanley MS Stock Holding History

Piscataqua Savings Bank’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	$273K	Sell	1,305 -40	-3%	-$7.92K	0.18%	85
2026 Q1	$221K	Hold	1,345	–	–	0.16%	100
2025 Q4	$239K	Hold	1,345	–	–	0.17%	92
2025 Q3	$214K	Sell	1,345 -200	-13%	-$29.5K	0.17%	79
2025 Q2	$218K	Sell	1,545 -29	-2%	-$3.56K	0.18%	77
2025 Q1	$184K	Buy	1,574 +80	+5%	+$10.3K	0.16%	84
2024 Q4	$188K	Hold	1,494	–	–	0.16%	82
2024 Q3	$156K	Buy	1,494 +156	+12%	+$15.7K	0.13%	90
2024 Q2	$130K	Sell	1,338 -200	-13%	-$19K	0.12%	99
2024 Q1	$145K	Hold	1,538	–	–	0.13%	94
2023 Q4	$143K	Hold	1,538	–	–	0.13%	90
2023 Q3	$126K	Hold	1,538	–	–	0.11%	100
2023 Q2	$131K	Hold	1,538	–	–	0.11%	99
2023 Q1	$135K	Buy	1,538 +75	+5%	+$7K	0.12%	99
2022 Q4	$124K	Hold	1,463	–	–	0.11%	100
2022 Q3	$116K	Hold	1,463	–	–	0.11%	94
2022 Q2	$111K	Buy	1,463 +1,200	+456%	+$98.3K	0.1%	102
2022 Q1	$23K	Hold	263	–	–	0.02%	210
2021 Q4	$26K	Hold	263	–	–	0.02%	204
2021 Q3	$26K	Hold	263	–	–	0.02%	198
2021 Q2	$24K	Hold	263	–	–	0.02%	205
2021 Q1	$20K	Buy	+263	New	+$20.2K	0.02%	218

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

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Piscataqua Savings Bank's MS Position: Q2 2026 in Review

Piscataqua Savings Bank reduced its Morgan Stanley (MS) stake by 3% in Q2 2026, selling an estimated $7.92K and leaving 1,305 shares worth $273K. The position accounts for 0.18% of the portfolio, ranked #85.

Piscataqua Savings Bank first reported a position in MS in Q1 2021 and has held it in 22 quarters since. 686 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Piscataqua Savings Bank held 1,305 shares of Morgan Stanley worth $273K as of Q2 2026.
Piscataqua Savings Bank sold 40 Morgan Stanley shares in Q2 2026, an estimated $7.92K.
Morgan Stanley made up 0.18% of Piscataqua Savings Bank's portfolio in Q2 2026, its #85 holding.
Piscataqua Savings Bank first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
686 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Piscataqua Savings Bank's 13F filing for Q2 2026, filed 9 Jul 2026.