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Retirement Planning Company of New England’s Morgan Stanley MS Stock Holding History

Retirement Planning Company of New England’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 		$1.87M Sell
8,950
-107
-1% -$21.2K 0.67% 38
2026
Q1 		$1.49M Sell
9,057
-49
-0.5% -$8.48K 0.61% 39
2025
Q4 		$1.62M Buy
9,106
+75
+0.8% +$12.5K 0.65% 36
2025
Q3 		$1.44M Buy
9,031
+30
+0.3% +$4.43K 0.58% 43
2025
Q2 		$1.27M Sell
9,001
-23
-0.3% -$2.83K 0.56% 45
2025
Q1 		$1.05M Buy
9,024
+11
+0.1% +$1.42K 0.52% 50
2024
Q4 		$1.13M Sell
9,013
-91
-1% -$11.2K 0.55% 47
2024
Q3 		$949K Sell
9,104
-252
-3% -$25.4K 0.47% 59
2024
Q2 		$909K Sell
9,356
-6
-0.1% -$571 0.49% 56
2024
Q1 		$882K Sell
9,362
-5,825
-38% -$513K 0.48% 64
2023
Q4 		$1.42M Buy
15,187
+408
+3% +$32.6K 0.64% 40
2023
Q3 		$1.21M Buy
14,779
+4,310
+41% +$374K 0.67% 42
2023
Q2 		$894K Buy
10,469
+40
+0.4% +$3.42K 0.52% 60
2023
Q1 		$916K Buy
10,429
+293
+3% +$27.3K 0.56% 58
2022
Q4 		$862K Buy
10,136
+13
+0.1% +$1.11K 0.56% 58
2022
Q3 		$799K Buy
10,123
+46
+0.5% +$3.88K 0.58% 56
2022
Q2 		$766K Sell
10,077
-306
-3% -$25.1K 0.52% 63
2022
Q1 		$907K Buy
10,383
+6
+0.1% +$579 0.51% 59
2021
Q4 		$1.02M Buy
+10,377
New +$1.03M 0.5% 50

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Retirement Planning Company of New England's MS Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Morgan Stanley (MS) stake by 1.2% in Q2 2026, selling an estimated $21.2K and leaving 8,950 shares worth $1.87M. The position accounts for 0.67% of the portfolio, ranked #38.

Retirement Planning Company of New England first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 1,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Retirement Planning Company of New England held 8,950 shares of Morgan Stanley worth $1.87M as of Q2 2026.
  • Retirement Planning Company of New England sold 107 Morgan Stanley shares in Q2 2026, an estimated $21.2K.
  • Morgan Stanley made up 0.67% of Retirement Planning Company of New England's portfolio in Q2 2026, its #38 holding.
  • Retirement Planning Company of New England first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.