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 Q3	$948K	Hold	4,964	–	–	0.1%	60
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

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Barlow Wealth Partners held its Morgan Stanley (MS) position steady in Q3 2026 at 4,964 shares worth $948K. The position accounts for 0.1% of the portfolio, ranked #60.

Barlow Wealth Partners first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Barlow Wealth Partners held 4,964 shares of Morgan Stanley worth $948K as of Q3 2026.
Barlow Wealth Partners left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.1% of Barlow Wealth Partners's portfolio in Q3 2026, its #60 holding.
Barlow Wealth Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
Barlow Wealth Partners's Morgan Stanley position peaked at $1.08M in Q2 2026.
1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.