Bahl & Gaynor’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.26M | Buy |
15,590
+83
| +0.5% | +$16.4K | 0.02% | 192 |
|
|
2026
Q1 | $2.55M | Sell |
15,507
-72
| -0.5% | -$12.5K | 0.01% | 195 |
|
|
2025
Q4 | $2.77M | Buy |
15,579
+2,879
| +23% | +$480K | 0.01% | 194 |
|
|
2025
Q3 | $2.02M | Buy |
12,700
+6,448
| +103% | +$952K | 0.01% | 202 |
|
|
2025
Q2 | $881K | Buy |
6,252
+473
| +8% | +$58.1K | ﹤0.01% | 244 |
|
|
2025
Q1 | $674K | Buy |
5,779
+439
| +8% | +$56.6K | ﹤0.01% | 264 |
|
|
2024
Q4 | $671K | Sell |
5,340
-60
| -1% | -$7.39K | ﹤0.01% | 265 |
|
|
2024
Q3 | $563K | Sell |
5,400
-122
| -2% | -$12.3K | ﹤0.01% | 275 |
|
|
2024
Q2 | $537K | Sell |
5,522
-23
| -0.4% | -$2.19K | ﹤0.01% | 274 |
|
|
2024
Q1 | $522K | Buy |
5,545
+99
| +2% | +$8.72K | ﹤0.01% | 282 |
|
|
2023
Q4 | $508K | Sell |
5,446
-1,167
| -18% | -$93.4K | ﹤0.01% | 281 |
|
|
2023
Q3 | $540K | Buy |
6,613
+1,234
| +23% | +$107K | ﹤0.01% | 272 |
|
|
2023
Q2 | $459K | Sell |
5,379
-24
| -0.4% | -$2.05K | ﹤0.01% | 288 |
|
|
2023
Q1 | $474K | Sell |
5,403
-53
| -1% | -$4.95K | ﹤0.01% | 289 |
|
|
2022
Q4 | $464K | Buy |
5,456
+846
| +18% | +$72.1K | ﹤0.01% | 289 |
|
|
2022
Q3 | $364K | Sell |
4,610
-375
| -8% | -$31.6K | ﹤0.01% | 291 |
|
|
2022
Q2 | $379K | Buy |
4,985
+398
| +9% | +$32.6K | ﹤0.01% | 293 |
|
|
2022
Q1 | $401K | Buy |
4,587
+127
| +3% | +$12.3K | ﹤0.01% | 297 |
|
|
2021
Q4 | $438K | Buy |
4,460
+25
| +0.6% | +$2.49K | ﹤0.01% | 295 |
|
|
2021
Q3 | $432K | Sell |
4,435
-2,747
| -38% | -$272K | ﹤0.01% | 294 |
|
|
2021
Q2 | $659K | Buy |
7,182
+375
| +6% | +$32.2K | ﹤0.01% | 278 |
|
|
2021
Q1 | $529K | Buy |
6,807
+1,625
| +31% | +$125K | ﹤0.01% | 290 |
|
|
2020
Q4 | $355K | Buy |
+5,182
| New | +$297K | ﹤0.01% | 298 |
|
|
2018
Q1 | – | Sell |
-3,834
| Closed | -$201K | – | 410 |
|
|
2017
Q4 | $201K | Buy |
+3,834
| New | +$194K | ﹤0.01% | 400 |
|
|
2016
Q1 | – | Sell |
-16,785
| Closed | -$534K | – | 417 |
|
|
2015
Q4 | $534K | Sell |
16,785
-2,624
| -14% | -$87.2K | 0.01% | 306 |
|
|
2015
Q3 | $612K | Buy |
19,409
+149
| +0.8% | +$5.42K | 0.01% | 290 |
|
|
2015
Q2 | $747K | Buy |
+19,260
| New | +$733K | 0.01% | 267 |
|
Other funds holding MS
Bahl & Gaynor's MS Position: Q2 2026 in Review
Bahl & Gaynor increased its Morgan Stanley (MS) stake by 0.54% in Q2 2026, buying an estimated $16.4K and bringing the position to 15,590 shares worth $3.26M. The position accounts for 0.02% of the portfolio, ranked #192.
Bahl & Gaynor first reported a position in MS in Q2 2015 and has held it in 27 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Bahl & Gaynor held 15,590 shares of Morgan Stanley worth $3.26M as of Q2 2026.
- Bahl & Gaynor bought 83 Morgan Stanley shares in Q2 2026, an estimated $16.4K.
- Morgan Stanley made up 0.02% of Bahl & Gaynor's portfolio in Q2 2026, its #192 holding.
- Bahl & Gaynor first reported a position in Morgan Stanley in Q2 2015 and has held it in 27 quarters since.
- 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Bahl & Gaynor's 13F filing for Q2 2026, filed 13 Aug 2026.