Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s Morgan Stanley MS Stock Holding History

Baker Tilly Wealth 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
Q3 		$382K Sell
2,031
-435
-18% -$92.4K 0.07% 192
2026
Q2 		$515K Sell
2,466
-196
-7% -$38.8K 0.11% 169
2026
Q1 		$438K Sell
2,662
-48
-2% -$8.31K 0.11% 172
2025
Q4 		$481K Buy
2,710
+176
+7% +$29.4K 0.12% 164
2025
Q3 		$403K Buy
2,534
+7
+0.3% +$1.03K 0.09% 178
2025
Q2 		$356K Buy
2,527
+9
+0.4% +$1.1K 0.13% 166
2025
Q1 		$294K Sell
2,518
-22
-0.9% -$2.84K 0.12% 189
2024
Q4 		$319K Buy
2,540
+126
+5% +$15.5K 0.13% 181
2024
Q3 		$252K Sell
2,414
-1,756
-42% -$177K 0.11% 203
2024
Q2 		$405K Sell
4,170
-6,366
-60% -$606K 0.17% 149
2024
Q1 		$992K Sell
10,536
-122
-1% -$10.7K 0.18% 126
2023
Q4 		$994K Sell
10,658
-893
-8% -$71.4K 0.16% 138
2023
Q3 		$943K Buy
11,551
+48
+0.4% +$4.17K 0.16% 139
2023
Q2 		$982K Buy
11,503
+214
+2% +$18.3K 0.1% 200
2023
Q1 		$991K Buy
11,289
+508
+5% +$47.4K 0.11% 201
2022
Q4 		$917K Sell
10,781
-127
-1% -$10.8K 0.11% 200
2022
Q3 		$862K Sell
10,908
-1,105
-9% -$93.1K 0.12% 194
2022
Q2 		$914K Sell
12,013
-1,222
-9% -$100K 0.12% 186
2022
Q1 		$1.16M Sell
13,235
-661
-5% -$63.8K 0.13% 166
2021
Q4 		$1.36M Buy
13,896
+2,758
+25% +$275K 0.15% 146
2021
Q3 		$1.08M Buy
11,138
+1,722
+18% +$171K 0.14% 149
2021
Q2 		$863K Buy
9,416
+627
+7% +$53.8K 0.14% 164
2021
Q1 		$683K Buy
8,789
+1,091
+14% +$83.6K 0.14% 187
2020
Q4 		$528K Buy
+7,698
New +$442K 0.16% 139

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Baker Tilly Wealth Management's MS Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Morgan Stanley (MS) stake by 18% in Q3 2026, selling an estimated $92.4K and leaving 2,031 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #192.

Baker Tilly Wealth Management first reported a position in MS in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.36M in Q4 2021. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Baker Tilly Wealth Management held 2,031 shares of Morgan Stanley worth $382K as of Q3 2026.
  • Baker Tilly Wealth Management sold 435 Morgan Stanley shares in Q3 2026, an estimated $92.4K.
  • Morgan Stanley made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #192 holding.
  • Baker Tilly Wealth Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Morgan Stanley position peaked at $1.36M in Q4 2021.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.