Rockland Trust
MS icon

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
Q3 		$1.84M Sell
9,777
-70,853
-88% -$15.1M 0.07% 110
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Rockland Trust's MS Position: Q3 2026 in Review

Rockland Trust reduced its Morgan Stanley (MS) stake by 88% in Q3 2026, selling an estimated $15.1M and leaving 9,777 shares worth $1.84M. The position accounts for 0.07% of the portfolio, ranked #110.

Rockland Trust first reported a position in MS in Q2 2021 and has held it in 14 quarters since. The position peaked at $16.9M in Q2 2026. 1,299 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Rockland Trust held 9,777 shares of Morgan Stanley worth $1.84M as of Q3 2026.
  • Rockland Trust sold 70,853 Morgan Stanley shares in Q3 2026, an estimated $15.1M.
  • Morgan Stanley made up 0.07% of Rockland Trust's portfolio in Q3 2026, its #110 holding.
  • Rockland Trust first reported a position in Morgan Stanley in Q2 2021 and has held it in 14 quarters since.
  • Rockland Trust's Morgan Stanley position peaked at $16.9M in Q2 2026.
  • 1,299 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.