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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
2025
Q3 		– Sell
-100,000
Closed -$38K – 647
2025
Q2 		$38K Buy
+100,000
New +$12.3M ﹤0.01% 490

Other funds holding MS

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Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baker Avenue Asset Management's MS Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Morgan Stanley (MS) stake by 6.6% in Q2 2026, buying an estimated $87.7K and bringing the position to 7,154 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #247.

Baker Avenue Asset Management first reported a position in MS in Q2 2013 and has held it in 26 quarters since. The position peaked at $8.55M in Q3 2014. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Baker Avenue Asset Management held 7,154 shares of Morgan Stanley worth $1.5M as of Q2 2026.
  • Baker Avenue Asset Management bought 443 Morgan Stanley shares in Q2 2026, an estimated $87.7K.
  • Morgan Stanley made up 0.03% of Baker Avenue Asset Management's portfolio in Q2 2026, its #247 holding.
  • Baker Avenue Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 26 quarters since.
  • Baker Avenue Asset Management's Morgan Stanley position peaked at $8.55M in Q3 2014.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.