Appleton Partners Inc/Ma’s Morgan Stanley Position
Does Appleton Partners Inc/Ma own Morgan Stanley (MS)? Yes — 150.2K shares worth $25M (+1.72% of its 13F portfolio) as of Q1 2026, down from 151.5K shares the prior filed quarter.
Position Value
$25M
Q1 2026
Shares
150.2K
% of Portfolio
+1.72%
Quarters Held
30
currently held
Position History MS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 150.2K | $25M | +1.72% |
| Q4 2025 | 151.5K | $27M | +1.77% |
| Q3 2025 | 152.9K | $24M | +1.63% |
| Q2 2025 | 154.9K | $22M | +1.54% |
| Q1 2025 | 154.7K | $18M | +1.40% |
| Q4 2024 | 153.0K | $19M | +1.42% |
| Q3 2024 | 157.7K | $16M | +1.21% |
| Q2 2024 | 157.3K | $15M | +1.18% |
| Q1 2024 | 162.2K | $15M | +1.19% |
| Q4 2023 | 157.6K | $15M | +1.18% |
| Q3 2023 | 151.8K | $12M | +1.10% |
| Q2 2023 | 147.6K | $13M | +1.06% |
| Q1 2023 | 140.3K | $12M | +1.10% |
| Q4 2022 | 105.1K | $9M | +0.85% |
| Q3 2022 | 108.6K | $9M | +0.86% |
| Q2 2022 | 107.9K | $8M | +0.78% |
| Q1 2022 | 105.3K | $9M | +0.75% |
| Q4 2021 | 95.7K | $9M | +0.71% |
| Q3 2021 | 79.0K | $8M | +0.64% |
| Q2 2021 | 66.6K | $6M | +0.52% |
| Q1 2021 | 50.7K | $4M | +0.37% |
| Q4 2020 | 34.1K | $2M | +0.23% |
| Q3 2020 | 35.2K | $2M | +0.19% |
| Q2 2020 | 35.9K | $2M | +0.21% |
| Q1 2020 | 36.1K | $1M | +0.17% |
| Q4 2019 | 37.1K | $2M | +0.21% |
| Q3 2019 | 37.0K | $2M | +0.19% |
| Q2 2019 | 36.7K | $2M | +0.20% |
| Q1 2019 | 33.1K | $1M | +0.19% |
| Q4 2018 | 26.6K | $1M | +0.16% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of MS.