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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Baldwin Wealth Partners's MS Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Morgan Stanley (MS) stake by 0.98% in Q2 2026, selling an estimated $2.97K and leaving 1,517 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #182.

Baldwin Wealth Partners first reported a position in MS in Q3 2018 and has held it in 17 quarters since. 1,204 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Baldwin Wealth Partners held 1,517 shares of Morgan Stanley worth $317K as of Q2 2026.
Baldwin Wealth Partners sold 15 Morgan Stanley shares in Q2 2026, an estimated $2.97K.
Morgan Stanley made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #182 holding.
Baldwin Wealth Partners first reported a position in Morgan Stanley in Q3 2018 and has held it in 17 quarters since.
1,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.