Baron Silver Stevens Financial Advisors’s Morgan Stanley MS Stock Holding History

Baron Silver Stevens Financial Advisors’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 Q1	$248K	Sell	1,504 -5	-0.3%	-$866	0.04%	120
2025 Q4	$268K	Sell	1,509 -680	-31%	-$113K	0.04%	110
2025 Q3	$348K	Buy	2,189 +2	+0.1%	+$295	0.05%	101
2025 Q2	$308K	Buy	+2,187	New	+$269K	0.05%	105
2025 Q1	–	Sell	-1,610	Closed	-$202K	–	127
2024 Q4	$202K	Buy	+1,610	New	+$198K	0.03%	125
2024 Q2	–	Sell	-2,159	Closed	-$203K	–	120
2024 Q1	$203K	Buy	+2,159	New	+$190K	0.04%	123
2021 Q1	–	Sell	-28	Closed	-$1K	–	309
2020 Q4	$1K	Buy	+28	New	+$1.61K	﹤0.01%	462

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's MS Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Morgan Stanley (MS) stake by 0.33% in Q1 2026, selling an estimated $866 and leaving 1,504 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #120.

Baron Silver Stevens Financial Advisors first reported a position in MS in Q4 2020 and has held it in 7 quarters since. The position peaked at $348K in Q3 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Baron Silver Stevens Financial Advisors held 1,504 shares of Morgan Stanley worth $248K as of Q1 2026.
Baron Silver Stevens Financial Advisors sold 5 Morgan Stanley shares in Q1 2026, an estimated $866.
Morgan Stanley made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #120 holding.
Baron Silver Stevens Financial Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 7 quarters since.
Baron Silver Stevens Financial Advisors's Morgan Stanley position peaked at $348K in Q3 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.