Choate Investment Advisors

Position in MS — Morgan Stanley

CIK 1399794 BOSTON, MA

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,318,139

+$446,959 QoQ

Shares Held

20,657

-12.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#796

of 2,723 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Choate Investment Advisors holds $11,132,037 across 3 Capital Markets names. MS ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	20,657	$4,318,139
2	GS	Goldman Sachs Group Inc	3,732	$3,774,432
3	SCHW	Schwab Charles Corp	32,941	$3,039,466

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,318,139	20,657	-12.2%	Shares	Sole	2026-08-11
2026-03-31	$3,871,180	23,523	+19.6%	Shares	Sole	2026-05-13
2025-12-31	$3,492,015	19,670	+6.4%	Shares	Sole	2026-02-09
2025-09-30	$2,938,375	18,485	-0.2%	Shares	Sole	2025-11-10
2025-06-30	$2,608,304	18,517	+68.4%	Shares	Sole	2025-08-12
2025-03-31	$1,282,786	10,995	-0.3%	Shares	Sole	2025-05-14
2024-12-31	$1,386,565	11,029	+11.4%	Shares	Sole	2025-02-10
2024-09-30	$1,032,080	9,901	+2.0%	Shares	Sole	2024-11-13
2024-06-30	$943,034	9,703	-1.7%	Shares	Sole	2024-08-08
2024-03-31	$929,830	9,875	-0.4%	Shares	Sole	2024-05-07
2023-12-31	$924,760	9,917	+2.6%	Shares	Sole	2024-02-14
2023-09-30	$789,585	9,668	+24.8%	Shares	Sole	2023-10-30
2023-06-30	$661,423	7,745	+161.1%	Shares	Sole	2023-08-01
2023-03-31	$260,414	2,966	0.0%	Shares	Sole	2023-05-15
2022-12-31	$252,169	2,966	-2.7%	Shares	Sole	2023-02-14
2022-09-30	$240,743	3,047	-14.1%	Shares	Sole	2022-11-14
2022-06-30	$269,784	3,547	+16.7%	Shares	Sole	2022-08-11
2022-03-31	$265,608	3,039	-5.6%	Shares	Sole	2022-04-29
2021-12-31	$315,977	3,219	+5.2%	Shares	Sole	2022-02-07
2021-09-30	$297,768	3,060	-8.2%	Shares	Sole	2021-11-04
2021-06-30	$305,786	3,335	+16.2%	Shares	Sole	2021-07-30
2021-03-31	$222,961	2,871	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.