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Baker Avenue Asset Management’s Morgan Stanley MS Stock Holding History

Baker Avenue Asset Management’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 		$1.1M Buy
6,711
+1,819
+37% +$315K 0.03% 267
2025
Q4 		$869K Sell
4,892
-81
-2% -$13.5K 0.02% 273
2025
Q3 		$790K Buy
4,973
+154
+3% +$22.7K 0.02% 276
2025
Q2 		$679K Buy
4,819
+658
+16% +$80.8K 0.02% 274
2025
Q1 		$485K Buy
4,161
+985
+31% +$127K 0.02% 301
2024
Q4 		$399K Sell
3,176
-84
-3% -$10.3K 0.01% 323
2024
Q3 		$340K Buy
3,260
+309
+10% +$31.1K 0.01% 330
2024
Q2 		$287K Buy
2,951
+91
+3% +$8.66K 0.01% 316
2024
Q1 		$269K Buy
2,860
+407
+17% +$35.8K 0.01% 317
2023
Q4 		$229K Sell
2,453
-24
-1% -$1.92K 0.01% 328
2023
Q3 		$202K Buy
2,477
+2
+0.1% +$174 0.01% 339
2023
Q2 		$211K Buy
2,475
+267
+12% +$22.8K 0.01% 337
2023
Q1 		$194K Buy
2,208
+5
+0.2% +$467 0.01% 346
2022
Q4 		$187K Buy
+2,203
New +$188K 0.01% 331
2022
Q3 		– Sell
-8,279
Closed -$630K – 358
2022
Q2 		$630K Buy
8,279
+829
+11% +$67.9K 0.04% 190
2022
Q1 		$651K Buy
+7,450
New +$719K 0.03% 195
2015
Q3 		– Sell
-130,032
Closed -$5.04M – 226
2015
Q2 		$5.04M Sell
130,032
-80,393
-38% -$3.06M 0.67% 30
2015
Q1 		$7.51M Buy
210,425
+3,556
+2% +$128K 1% 22
2014
Q4 		$8.03M Sell
206,869
-40,372
-16% -$1.44M 1.11% 17
2014
Q3 		$8.55M Buy
247,241
+25,528
+12% +$851K 1.2% 11
2014
Q2 		$7.17M Buy
221,713
+128,469
+138% +$3.96M 1.03% 18
2014
Q1 		$2.91M Buy
93,244
+26,854
+40% +$830K 0.49% 66
2013
Q4 		$2.08M Buy
66,390
+13,434
+25% +$399K 0.4% 64
2013
Q3 		$1.43M Buy
52,956
+7,214
+16% +$194K 0.3% 79
2013
Q2 		$1.12M Buy
+45,742
New +$1.08M 0.27% 95

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

Baker Avenue Asset Management's MS Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Morgan Stanley (MS) stake by 37% in Q1 2026, buying an estimated $315K and bringing the position to 6,711 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #267.

Baker Avenue Asset Management first reported a position in MS in Q2 2013 and has held it in 25 quarters since. The position peaked at $8.55M in Q3 2014. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Baker Avenue Asset Management held 6,711 shares of Morgan Stanley worth $1.1M as of Q1 2026.
  • Baker Avenue Asset Management bought 1,819 Morgan Stanley shares in Q1 2026, an estimated $315K.
  • Morgan Stanley made up 0.03% of Baker Avenue Asset Management's portfolio in Q1 2026, its #267 holding.
  • Baker Avenue Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 25 quarters since.
  • Baker Avenue Asset Management's Morgan Stanley position peaked at $8.55M in Q3 2014.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.