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 Q2	$342K	Buy	1,637 +133	+9%	+$26.3K	0.04%	108
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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's MS Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Morgan Stanley (MS) stake by 8.8% in Q2 2026, buying an estimated $26.3K and bringing the position to 1,637 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #108.

Baron Silver Stevens Financial Advisors first reported a position in MS in Q4 2020 and has held it in 8 quarters since. The position peaked at $348K in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Baron Silver Stevens Financial Advisors held 1,637 shares of Morgan Stanley worth $342K as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 133 Morgan Stanley shares in Q2 2026, an estimated $26.3K.
Morgan Stanley made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #108 holding.
Baron Silver Stevens Financial Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 8 quarters since.
Baron Silver Stevens Financial Advisors's Morgan Stanley position peaked at $348K in Q3 2025.
2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.