Baron Wealth Management’s Morgan Stanley MS Stock Holding History

Baron 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	$1.22M	Buy	5,817 +102	+2%	+$20.2K	0.32%	38
2026 Q1	$941K	Sell	5,715 -149	-3%	-$25.8K	0.28%	42
2025 Q4	$1.04M	Buy	5,864 +598	+11%	+$99.7K	0.32%	38
2025 Q3	$837K	Buy	5,266 +50	+1%	+$7.38K	0.28%	46
2025 Q2	$735K	Buy	5,216 +406	+8%	+$49.9K	0.26%	52
2025 Q1	$561K	Buy	4,810 +261	+6%	+$33.6K	0.25%	63
2024 Q4	$572K	Buy	4,549 +1	+0%	+$123	0.27%	56
2024 Q3	$474K	Buy	4,548 +65	+1%	+$6.55K	0.23%	69
2024 Q2	$436K	Sell	4,483 -2	-0%	-$190	0.23%	68
2024 Q1	$422K	Buy	4,485 +3	+0.1%	+$264	0.22%	69
2023 Q4	$418K	Buy	4,482 +20	+0.4%	+$1.6K	0.23%	67
2023 Q3	$364K	Buy	4,462 +2	+0%	+$174	0.23%	74
2023 Q2	$381K	Buy	4,460 +2	+0%	+$171	0.24%	66
2023 Q1	$391K	Buy	4,458 +2	+0%	+$187	0.28%	61
2022 Q4	$379K	Buy	+4,456	New	+$380K	0.29%	62

Other funds holding MS

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Baron Wealth Management increased its Morgan Stanley (MS) stake by 1.8% in Q2 2026, buying an estimated $20.2K and bringing the position to 5,817 shares worth $1.22M. The position accounts for 0.32% of the portfolio, ranked #38.

Baron Wealth Management first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Baron Wealth Management held 5,817 shares of Morgan Stanley worth $1.22M as of Q2 2026.
Baron Wealth Management bought 102 Morgan Stanley shares in Q2 2026, an estimated $20.2K.
Morgan Stanley made up 0.32% of Baron Wealth Management's portfolio in Q2 2026, its #38 holding.
Baron Wealth Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.