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Baldwin Investment Management’s Morgan Stanley MS Stock Holding History

Baldwin Investment 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 		$4.19M Buy
20,065
+564
+3% +$112K 0.41% 41
2026
Q1 		$3.21M Sell
19,501
-172
-0.9% -$29.8K 0.38% 38
2025
Q4 		$3.49M Buy
19,673
+1
+0% +$167 0.39% 37
2025
Q3 		$3.13M Sell
19,672
-195
-1% -$28.8K 0.36% 38
2025
Q2 		$2.8M Sell
19,867
-206
-1% -$25.3K 0.34% 39
2025
Q1 		$2.34M Sell
20,073
-730
-4% -$94.1K 0.28% 49
2024
Q4 		$2.62M Sell
20,803
-1,544
-7% -$190K 0.34% 42
2024
Q3 		$2.33M Sell
22,347
-2,033
-8% -$205K 0.29% 52
2024
Q2 		$2.37M Sell
24,380
-997
-4% -$94.9K 0.32% 47
2024
Q1 		$2.39M Buy
25,377
+3,930
+18% +$346K 0.32% 48
2023
Q4 		$2M Buy
21,447
+415
+2% +$33.2K 0.31% 54
2023
Q3 		$1.72M Buy
21,032
+1,760
+9% +$153K 0.29% 61
2023
Q2 		$1.65M Sell
19,272
-450
-2% -$38.5K 0.27% 65
2023
Q1 		$1.73M Sell
19,722
-13
-0.1% -$1.21K 0.31% 58
2022
Q4 		$1.68M Sell
19,735
-445
-2% -$37.9K 0.3% 57
2022
Q3 		$1.59M Sell
20,180
-1,253
-6% -$106K 0.32% 53
2022
Q2 		$1.63M Sell
21,433
-622
-3% -$50.9K 0.31% 59
2022
Q1 		$1.93M Buy
22,055
+757
+4% +$73K 0.29% 58
2021
Q4 		$2.09M Buy
21,298
+398
+2% +$39.6K 0.33% 55
2021
Q3 		$2.03M Sell
20,900
-858
-4% -$85K 0.35% 51
2021
Q2 		$2M Sell
21,758
-1,475
-6% -$126K 0.34% 55
2021
Q1 		$1.8M Buy
23,233
+2,399
+12% +$184K 0.33% 57
2020
Q4 		$1.43M Buy
20,834
+2,050
+11% +$118K 0.28% 67
2020
Q3 		$908K Buy
+18,784
New +$946K 0.21% 84

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Baldwin Investment Management's MS Position: Q2 2026 in Review

Baldwin Investment Management increased its Morgan Stanley (MS) stake by 2.9% in Q2 2026, buying an estimated $112K and bringing the position to 20,065 shares worth $4.19M. The position accounts for 0.41% of the portfolio, ranked #41.

Baldwin Investment Management first reported a position in MS in Q3 2020 and has held it in 24 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Baldwin Investment Management held 20,065 shares of Morgan Stanley worth $4.19M as of Q2 2026.
  • Baldwin Investment Management bought 564 Morgan Stanley shares in Q2 2026, an estimated $112K.
  • Morgan Stanley made up 0.41% of Baldwin Investment Management's portfolio in Q2 2026, its #41 holding.
  • Baldwin Investment Management first reported a position in Morgan Stanley in Q3 2020 and has held it in 24 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.