Baldwin Wealth Partners
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Baldwin Wealth Partners’s Morgan Stanley MS Stock Holding History

Baldwin Wealth Partners’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 		$283K Sell
1,506
-11
-0.7% -$2.34K 0.02% 191
2026
Q2 		$317K Sell
1,517
-15
-1% -$2.97K 0.02% 182
2026
Q1 		$252K Hold
1,532
– – 0.02% 196
2025
Q4 		$272K Buy
+1,532
New +$256K 0.02% 212
2024
Q4 		– Sell
-730
Closed -$76.1K – 725
2024
Q3 		$76.1K Buy
730
+363
+99% +$36.6K 0.01% 455
2024
Q2 		$35.7K Buy
367
+32
+10% +$3.05K ﹤0.01% 394
2024
Q1 		$31.5K Sell
335
-200
-37% -$17.6K ﹤0.01% 434
2023
Q4 		$49.9K Hold
535
– – ﹤0.01% 376
2023
Q3 		$43.7K Hold
535
– – ﹤0.01% 415
2023
Q2 		$45.7K Sell
535
-55
-9% -$4.7K ﹤0.01% 423
2023
Q1 		$51.8K Hold
590
– – ﹤0.01% 422
2022
Q4 		$50.2K Buy
590
+500
+556% +$42.6K ﹤0.01% 417
2022
Q3 		$7K Hold
90
– – ﹤0.01% 543
2022
Q2 		$7K Hold
90
– – ﹤0.01% 571
2022
Q1 		$8K Hold
90
– – ﹤0.01% 560
2021
Q4 		$9K Hold
90
– – ﹤0.01% 518
2021
Q3 		$9K Buy
+90
New +$8.92K ﹤0.01% 532
2018
Q4 		– Sell
-190
Closed -$9K – 530
2018
Q3 		$9K Buy
+190
New +$9.28K ﹤0.01% 470

Other funds holding MS

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Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Baldwin Wealth Partners's MS Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its Morgan Stanley (MS) stake by 0.73% in Q3 2026, selling an estimated $2.34K and leaving 1,506 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #191.

Baldwin Wealth Partners first reported a position in MS in Q3 2018 and has held it in 18 quarters since. The position peaked at $317K in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Baldwin Wealth Partners held 1,506 shares of Morgan Stanley worth $283K as of Q3 2026.
  • Baldwin Wealth Partners sold 11 Morgan Stanley shares in Q3 2026, an estimated $2.34K.
  • Morgan Stanley made up 0.02% of Baldwin Wealth Partners's portfolio in Q3 2026, its #191 holding.
  • Baldwin Wealth Partners first reported a position in Morgan Stanley in Q3 2018 and has held it in 18 quarters since.
  • Baldwin Wealth Partners's Morgan Stanley position peaked at $317K in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.