Baird Financial Group
MS icon

Baird Financial Group’s Morgan Stanley MS Stock Holding History

Baird Financial Group’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
Q1 		$51.3M Buy
311,463
+1,817
+0.6% +$315K 0.08% 170
2025
Q4 		$55M Buy
309,646
+2,842
+0.9% +$474K 0.09% 165
2025
Q3 		$48.8M Sell
306,804
-680
-0.2% -$100K 0.08% 181
2025
Q2 		$43.3M Buy
307,484
+9,827
+3% +$1.21M 0.08% 214
2025
Q1 		$34.7M Buy
297,657
+7,219
+2% +$930K 0.07% 235
2024
Q4 		$36.5M Sell
290,438
-1,727
-0.6% -$213K 0.07% 241
2024
Q3 		$30.5M Buy
292,165
+12,040
+4% +$1.21M 0.06% 270
2024
Q2 		$27.2M Buy
280,125
+48,564
+21% +$4.62M 0.06% 266
2024
Q1 		$21.8M Buy
231,561
+15,159
+7% +$1.33M 0.05% 311
2023
Q4 		$20.2M Sell
216,402
-32,768
-13% -$2.62M 0.05% 317
2023
Q3 		$20.3M Buy
249,170
+57,292
+30% +$4.97M 0.06% 283
2023
Q2 		$16.4M Buy
191,878
+2,270
+1% +$194K 0.04% 341
2023
Q1 		$16.6M Buy
189,608
+14,110
+8% +$1.32M 0.04% 333
2022
Q4 		$14.9M Sell
175,498
-49,935
-22% -$4.26M 0.04% 352
2022
Q3 		$17.8M Sell
225,433
-20,710
-8% -$1.75M 0.05% 306
2022
Q2 		$18.7M Sell
246,143
-60,494
-20% -$4.96M 0.05% 315
2022
Q1 		$26.8M Buy
306,637
+22,095
+8% +$2.13M 0.07% 263
2021
Q4 		$27.9M Buy
284,542
+162,978
+134% +$16.2M 0.07% 259
2021
Q3 		$11.8M Buy
121,564
+77,954
+179% +$7.72M 0.03% 388
2021
Q2 		$4M Buy
43,610
+4,168
+11% +$357K 0.01% 673
2021
Q1 		$3.06M Buy
39,442
+3,593
+10% +$275K 0.01% 727
2020
Q4 		$2.46M Buy
35,849
+5,951
+20% +$341K 0.01% 739
2020
Q3 		$1.45M Sell
29,898
-14,422
-33% -$727K 0.01% 839
2020
Q2 		$2.14M Buy
44,320
+17,308
+64% +$727K 0.01% 706
2020
Q1 		$919K Sell
27,012
-936
-3% -$44.1K ﹤0.01% 910
2019
Q4 		$1.43M Sell
27,948
-3,753
-12% -$178K 0.01% 875
2019
Q3 		$1.35M Buy
31,701
+2,425
+8% +$104K 0.01% 893
2019
Q2 		$1.28M Buy
29,276
+8,396
+40% +$374K 0.01% 911
2019
Q1 		$881K Sell
20,880
-374,128
-95% -$15.7M 0.01% 896
2018
Q4 		$15.7M Buy
395,008
+380,689
+2,659% +$16.6M 0.11% 231
2018
Q3 		$668K Buy
14,319
+2,495
+21% +$122K ﹤0.01% 962
2018
Q2 		$560K Buy
11,824
+744
+7% +$38.9K ﹤0.01% 976
2018
Q1 		$598K Buy
11,080
+1,831
+20% +$101K ﹤0.01% 961
2017
Q4 		$485K Buy
9,249
+381
+4% +$19.3K ﹤0.01% 1023
2017
Q3 		$427K Sell
8,868
-1,038
-10% -$48.1K ﹤0.01% 1024
2017
Q2 		$441K Buy
9,906
+1,499
+18% +$64.6K ﹤0.01% 992
2017
Q1 		$360K Buy
8,407
+2,467
+42% +$109K ﹤0.01% 1037
2016
Q4 		$251K Buy
+5,940
New +$225K ﹤0.01% 1085
2015
Q4 		– Sell
-6,391
Closed -$201K – 1257
2015
Q3 		$201K Sell
6,391
-26
-0.4% -$946 ﹤0.01% 1163
2015
Q2 		$249K Buy
+6,417
New +$244K ﹤0.01% 1170

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baird Financial Group's MS Position: Q1 2026 in Review

Baird Financial Group increased its Morgan Stanley (MS) stake by 0.59% in Q1 2026, buying an estimated $315K and bringing the position to 311,463 shares worth $51.3M. The position accounts for 0.08% of the portfolio, ranked #170.

Baird Financial Group first reported a position in MS in Q2 2015 and has held it in 40 quarters since. The position peaked at $55M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Baird Financial Group held 311,463 shares of Morgan Stanley worth $51.3M as of Q1 2026.
  • Baird Financial Group bought 1,817 Morgan Stanley shares in Q1 2026, an estimated $315K.
  • Morgan Stanley made up 0.08% of Baird Financial Group's portfolio in Q1 2026, its #170 holding.
  • Baird Financial Group first reported a position in Morgan Stanley in Q2 2015 and has held it in 40 quarters since.
  • Baird Financial Group's Morgan Stanley position peaked at $55M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.