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Welch & Forbes’s Morgan Stanley MS Stock Holding History

Welch & Forbes’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 		$1.47M Buy
7,026
+1,369
+24% +$271K 0.02% 205
2026
Q1 		$931K Sell
5,657
-99
-2% -$17.1K 0.01% 226
2025
Q4 		$1.02M Sell
5,756
-142
-2% -$23.7K 0.01% 224
2025
Q3 		$938K Hold
5,898
– – 0.01% 230
2025
Q2 		$831K Sell
5,898
-313
-5% -$38.4K 0.01% 238
2025
Q1 		$725K Sell
6,211
-18
-0.3% -$2.32K 0.01% 245
2024
Q4 		$783K Sell
6,229
-100
-2% -$12.3K 0.01% 243
2024
Q3 		$660K Sell
6,329
-79
-1% -$7.96K 0.01% 258
2024
Q2 		$650K Buy
6,408
+141
+2% +$13.4K 0.01% 257
2024
Q1 		$590K Buy
6,267
+10
+0.2% +$881 0.01% 271
2023
Q4 		$583K Sell
6,257
-859
-12% -$68.7K 0.01% 267
2023
Q3 		$581K Buy
7,116
+155
+2% +$13.5K 0.01% 262
2023
Q2 		$594K Sell
6,961
-739
-10% -$63.2K 0.01% 270
2023
Q1 		$676K Sell
7,700
-416
-5% -$38.8K 0.01% 255
2022
Q4 		$690K Sell
8,116
-203
-2% -$17.3K 0.01% 252
2022
Q3 		$657K Buy
8,319
+1,060
+15% +$89.3K 0.01% 253
2022
Q2 		$552K Sell
7,259
-130
-2% -$10.6K 0.01% 273
2022
Q1 		$646K Hold
7,389
– – 0.01% 268
2021
Q4 		$725K Buy
7,389
+156
+2% +$15.5K 0.01% 260
2021
Q3 		$704K Hold
7,233
– – 0.01% 255
2021
Q2 		$663K Buy
7,233
+1,177
+19% +$101K 0.01% 266
2021
Q1 		$471K Buy
+6,056
New +$464K 0.01% 287
2014
Q3 		– Sell
-6,626
Closed -$214K – 354
2014
Q2 		$214K Buy
+6,626
New +$204K 0.01% 317

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Welch & Forbes's MS Position: Q2 2026 in Review

Welch & Forbes increased its Morgan Stanley (MS) stake by 24% in Q2 2026, buying an estimated $271K and bringing the position to 7,026 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #205.

Welch & Forbes first reported a position in MS in Q2 2014 and has held it in 23 quarters since. 2,728 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Welch & Forbes held 7,026 shares of Morgan Stanley worth $1.47M as of Q2 2026.
  • Welch & Forbes bought 1,369 Morgan Stanley shares in Q2 2026, an estimated $271K.
  • Morgan Stanley made up 0.02% of Welch & Forbes's portfolio in Q2 2026, its #205 holding.
  • Welch & Forbes first reported a position in Morgan Stanley in Q2 2014 and has held it in 23 quarters since.
  • 2,728 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.