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Barlow Wealth Partners’s Morgan Stanley MS Stock Holding History

Barlow 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 		$1.08M Hold
4,964
– – 0.12% 58
2026
Q1 		$937K Hold
4,964
– – 0.1% 59
2025
Q4 		$925K Hold
4,964
– – 0.1% 62
2025
Q3 		$785K Sell
4,964
-400
-7% -$59.1K 0.09% 65
2025
Q2 		$766K Sell
5,364
-100
-2% -$12.3K 0.09% 64
2025
Q1 		$634K Buy
5,464
+82
+2% +$10.6K 0.08% 70
2024
Q4 		$703K Sell
5,382
-400
-7% -$49.3K 0.09% 70
2024
Q3 		$622K Hold
5,782
– – 0.08% 79
2024
Q2 		$590K Hold
5,782
– – 0.08% 77
2024
Q1 		$498K Hold
5,782
– – 0.07% 85
2023
Q4 		$539K Buy
+5,782
New +$463K 0.08% 83

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Barlow Wealth Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 4,964 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #58.

Barlow Wealth Partners first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 1,016 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Barlow Wealth Partners held 4,964 shares of Morgan Stanley worth $1.08M as of Q2 2026.
  • Barlow Wealth Partners left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.12% of Barlow Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Barlow Wealth Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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