Baron Wealth Management
MS icon

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
Q3 		$1.09M Sell
5,805
-12
-0.2% -$2.55K 0.28% 44
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% +$100K 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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Baron Wealth Management's MS Position: Q3 2026 in Review

Baron Wealth Management reduced its Morgan Stanley (MS) stake by 0.21% in Q3 2026, selling an estimated $2.55K and leaving 5,805 shares worth $1.09M. The position accounts for 0.28% of the portfolio, ranked #44.

Baron Wealth Management first reported a position in MS in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Baron Wealth Management held 5,805 shares of Morgan Stanley worth $1.09M as of Q3 2026.
  • Baron Wealth Management sold 12 Morgan Stanley shares in Q3 2026, an estimated $2.55K.
  • Morgan Stanley made up 0.28% of Baron Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Baron Wealth Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Morgan Stanley position peaked at $1.22M in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.