BWM
MS icon

BAM Wealth Management’s Morgan Stanley MS Stock Holding History

BAM 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 		$480K Buy
2,298
+506
+28% +$100K 0.3% 86
2026
Q1 		$295K Buy
1,792
+660
+58% +$114K 0.22% 114
2025
Q4 		$201K Buy
+1,132
New +$189K 0.15% 158

Other funds holding MS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BAM Wealth Management's MS Position: Q2 2026 in Review

BAM Wealth Management increased its Morgan Stanley (MS) stake by 28% in Q2 2026, buying an estimated $100K and bringing the position to 2,298 shares worth $480K. The position accounts for 0.3% of the portfolio, ranked #86.

BAM Wealth Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 1,605 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • BAM Wealth Management held 2,298 shares of Morgan Stanley worth $480K as of Q2 2026.
  • BAM Wealth Management bought 506 Morgan Stanley shares in Q2 2026, an estimated $100K.
  • Morgan Stanley made up 0.3% of BAM Wealth Management's portfolio in Q2 2026, its #86 holding.
  • BAM Wealth Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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