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Rockland Trust’s Morgan Stanley MS Stock Holding History

Rockland 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 		$16.9M Sell
80,630
-1,499
-2% -$297K 0.66% 44
2026
Q1 		$13.5M Buy
82,129
+1,570
+2% +$272K 0.54% 55
2025
Q4 		$14.3M Buy
80,559
+10,011
+14% +$1.67M 0.56% 52
2025
Q3 		$11.2M Buy
+70,548
New +$10.4M 0.46% 60
2025
Q1 		– Sell
-9,060
Closed -$1.14M – 287
2024
Q4 		$1.14M Sell
9,060
-665
-7% -$81.9K 0.06% 122
2024
Q3 		$1.01M Buy
9,725
+364
+4% +$36.7K 0.05% 137
2024
Q2 		$910K Buy
9,361
+186
+2% +$17.7K 0.05% 144
2024
Q1 		$864K Sell
9,175
-61
-0.7% -$5.37K 0.05% 155
2023
Q4 		$861K Buy
+9,236
New +$739K 0.05% 156
2022
Q2 		– Sell
-2,761
Closed -$242K – 313
2022
Q1 		$242K Hold
2,761
– – 0.02% 286
2021
Q4 		$271K Hold
2,761
– – 0.02% 262
2021
Q3 		$268K Buy
2,761
+431
+18% +$42.7K 0.02% 252
2021
Q2 		$213K Buy
+2,330
New +$200K 0.01% 266

Other funds holding MS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Rockland Trust's MS Position: Q2 2026 in Review

Rockland Trust reduced its Morgan Stanley (MS) stake by 1.8% in Q2 2026, selling an estimated $297K and leaving 80,630 shares worth $16.9M. The position accounts for 0.66% of the portfolio, ranked #44.

Rockland Trust first reported a position in MS in Q2 2021 and has held it in 13 quarters since. 1,327 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Rockland Trust held 80,630 shares of Morgan Stanley worth $16.9M as of Q2 2026.
  • Rockland Trust sold 1,499 Morgan Stanley shares in Q2 2026, an estimated $297K.
  • Morgan Stanley made up 0.66% of Rockland Trust's portfolio in Q2 2026, its #44 holding.
  • Rockland Trust first reported a position in Morgan Stanley in Q2 2021 and has held it in 13 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.