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White Pine Investment Company’s Morgan Stanley MS Stock Holding History

White Pine Investment Company’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 		$9.22M Sell
44,110
-856
-2% -$170K 1.97% 22
2026
Q1 		$7.4M Sell
44,966
-6,369
-12% -$1.1M 1.72% 28
2025
Q4 		$9.11M Sell
51,335
-1,645
-3% -$274K 2.15% 18
2025
Q3 		$8.42M Sell
52,980
-3,058
-5% -$452K 2% 20
2025
Q2 		$7.89M Sell
56,038
-1,390
-2% -$171K 1.97% 23
2025
Q1 		$6.7M Sell
57,428
-3,842
-6% -$495K 1.8% 24
2024
Q4 		$7.7M Sell
61,270
-2,685
-4% -$331K 2.08% 19
2024
Q3 		$6.67M Sell
63,955
-1,332
-2% -$134K 1.83% 21
2024
Q2 		$6.34M Sell
65,287
-11,507
-15% -$1.1M 1.86% 21
2024
Q1 		$7.23M Sell
76,794
-4,018
-5% -$354K 2.14% 18
2023
Q4 		$7.54M Buy
80,812
+389
+0.5% +$31.1K 2.43% 13
2023
Q3 		$6.57M Sell
80,423
-297
-0.4% -$25.8K 2.31% 15
2023
Q2 		$6.89M Sell
80,720
-559
-0.7% -$47.8K 2.38% 12
2023
Q1 		$7.14M Sell
81,279
-1,778
-2% -$166K 2.56% 10
2022
Q4 		$7.06M Sell
83,057
-3,562
-4% -$304K 2.69% 10
2022
Q3 		$6.84M Sell
86,619
-2,641
-3% -$223K 2.83% 11
2022
Q2 		$6.79M Sell
89,260
-540
-0.6% -$44.2K 2.68% 12
2022
Q1 		$7.85M Sell
89,800
-2,408
-3% -$232K 2.67% 11
2021
Q4 		$9.05M Sell
92,208
-3,960
-4% -$394K 3.01% 9
2021
Q3 		$9.36M Sell
96,168
-6,050
-6% -$599K 3.27% 8
2021
Q2 		$9.37M Sell
102,218
-9,126
-8% -$783K 3.23% 8
2021
Q1 		$8.65M Sell
111,344
-3,270
-3% -$251K 3.21% 9
2020
Q4 		$7.85M Buy
114,614
+4,835
+4% +$277K 3.18% 10
2020
Q3 		$5.31M Sell
109,779
-1,980
-2% -$99.7K 2.44% 16
2020
Q2 		$5.4M Buy
111,759
+1,420
+1% +$59.6K 2.66% 13
2020
Q1 		$3.75M Sell
110,339
-865
-0.8% -$40.7K 2.15% 21
2019
Q4 		$5.68M Buy
111,204
+4,162
+4% +$197K 2.33% 19
2019
Q3 		$4.57M Buy
107,042
+4,550
+4% +$194K 2.07% 22
2019
Q2 		$4.49M Buy
102,492
+919
+0.9% +$41K 2.12% 21
2019
Q1 		$4.29M Buy
101,573
+691
+0.7% +$29.1K 2.14% 23
2018
Q4 		$4M Sell
100,882
-165
-0.2% -$7.2K 2.14% 21
2018
Q3 		$4.71M Sell
101,047
-254
-0.3% -$12.4K 2.25% 20
2018
Q2 		$4.8M Buy
101,301
+196
+0.2% +$10.2K 2.49% 17
2018
Q1 		$5.46M Sell
101,105
-1,690
-2% -$93.5K 2.67% 9
2017
Q4 		$5.39M Sell
102,795
-1,370
-1% -$69.3K 2.66% 11
2017
Q3 		$5.02M Sell
104,165
-3,890
-4% -$180K 2.67% 9
2017
Q2 		$4.82M Sell
108,055
-2,850
-3% -$123K 2.57% 13
2017
Q1 		$4.75M Sell
110,905
-15
-0% -$666 2.56% 14
2016
Q4 		$4.69M Sell
110,920
-6,460
-6% -$244K 2.54% 14
2016
Q3 		$3.76M Sell
117,380
-940
-0.8% -$28K 2.21% 17
2016
Q2 		$3.07M Sell
118,320
-460
-0.4% -$12K 1.84% 25
2016
Q1 		$2.97M Buy
118,780
+1,720
+1% +$43.9K 1.81% 23
2015
Q4 		$3.72M Sell
117,060
-80
-0.1% -$2.66K 2.29% 17
2015
Q3 		$3.69M Sell
117,140
-511
-0.4% -$18.6K 2.37% 14
2015
Q2 		$4.56M Buy
117,651
+490
+0.4% +$18.6K 2.66% 10
2015
Q1 		$4.18M Buy
117,161
+25
+0% +$897 2.39% 14
2014
Q4 		$4.54M Sell
117,136
-2,440
-2% -$86.8K 2.64% 14
2014
Q3 		$4.13M Buy
119,576
+1,100
+0.9% +$36.7K 2.5% 16
2014
Q2 		$3.83M Buy
118,476
+58,138
+96% +$1.79M 2.31% 20
2014
Q1 		$1.88M Buy
60,338
+780
+1% +$24.1K 1.21% 34
2013
Q4 		$1.87M Buy
59,558
+1,018
+2% +$30.3K 1.28% 32
2013
Q3 		$1.58M Sell
58,540
-2,819
-5% -$75.6K 1.2% 31
2013
Q2 		$1.5M Buy
+61,359
New +$1.46M 1.19% 32

Other funds holding MS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

White Pine Investment Company's MS Position: Q2 2026 in Review

White Pine Investment Company reduced its Morgan Stanley (MS) stake by 1.9% in Q2 2026, selling an estimated $170K and leaving 44,110 shares worth $9.22M. The position accounts for 1.97% of the portfolio, ranked #22.

White Pine Investment Company first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.37M in Q2 2021. 1,503 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • White Pine Investment Company held 44,110 shares of Morgan Stanley worth $9.22M as of Q2 2026.
  • White Pine Investment Company sold 856 Morgan Stanley shares in Q2 2026, an estimated $170K.
  • Morgan Stanley made up 1.97% of White Pine Investment Company's portfolio in Q2 2026, its #22 holding.
  • White Pine Investment Company first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • White Pine Investment Company's Morgan Stanley position peaked at $9.37M in Q2 2021.
  • 1,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.