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Ballast Inc’s Morgan Stanley MS Stock Holding History

Ballast Inc’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 		$257K Buy
+1,230
New +$244K 0.05% 139

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Ballast Inc's MS Position: Q2 2026 in Review

Ballast Inc opened a new position in Morgan Stanley (MS) in Q2 2026: 1,230 shares worth $257K. The stake represents 0.05% of the portfolio and ranks #139 among its holdings.

428 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ballast Inc held 1,230 shares of Morgan Stanley worth $257K as of Q2 2026.
  • Morgan Stanley was a new Ballast Inc position in Q2 2026.
  • Morgan Stanley made up 0.05% of Ballast Inc's portfolio in Q2 2026, its #139 holding.
  • 428 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ballast Inc's 13F filing for Q2 2026, filed 10 Jul 2026.