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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
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% -$2.83K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baker Tilly Wealth Management's MS Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Morgan Stanley (MS) stake by 7.4% in Q2 2026, selling an estimated $38.8K and leaving 2,466 shares worth $515K. The position accounts for 0.11% of the portfolio, ranked #169.

Baker Tilly Wealth Management first reported a position in MS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.36M in Q4 2021. 949 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Baker Tilly Wealth Management held 2,466 shares of Morgan Stanley worth $515K as of Q2 2026.
  • Baker Tilly Wealth Management sold 196 Morgan Stanley shares in Q2 2026, an estimated $38.8K.
  • Morgan Stanley made up 0.11% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Baker Tilly Wealth Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Morgan Stanley position peaked at $1.36M in Q4 2021.
  • 949 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.