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Bartlett & Co Wealth Management’s Morgan Stanley MS Stock Holding History

Bartlett & Co 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 		$4.77M Buy
22,802
+50
+0.2% +$9.9K 0.06% 148
2026
Q1 		$4.3M Buy
22,752
+346
+2% +$59.9K 0.06% 148
2025
Q4 		$3.98M Hold
22,406
– – 0.05% 150
2025
Q3 		$3.56M Sell
22,406
-2,483
-10% -$367K 0.05% 155
2025
Q2 		$3.51M Sell
24,889
-451
-2% -$55.4K 0.05% 155
2025
Q1 		$2.96M Sell
25,340
-5
-0% -$644 0.04% 161
2024
Q4 		$3.19M Sell
25,345
-905
-3% -$111K 0.05% 161
2024
Q3 		$2.74M Sell
26,250
-548
-2% -$55.2K 0.04% 169
2024
Q2 		$2.6M Sell
26,798
-3,701
-12% -$352K 0.04% 171
2024
Q1 		$2.87M Sell
30,499
-2,410
-7% -$212K 0.04% 171
2023
Q4 		$3.08M Buy
32,909
+213
+0.7% +$17K 0.05% 164
2023
Q3 		$2.67M Sell
32,696
-1,100
-3% -$95.5K 0.05% 166
2023
Q2 		$2.89M Buy
33,796
+28,125
+496% +$2.41M 0.05% 164
2023
Q1 		$498K Sell
5,671
-50
-0.9% -$4.67K 0.01% 291
2022
Q4 		$486K Sell
5,721
-14
-0.2% -$1.19K 0.01% 295
2022
Q3 		$453K Sell
5,735
-168
-3% -$14.2K 0.01% 293
2022
Q2 		$449K Buy
5,903
+205
+4% +$16.8K 0.01% 290
2022
Q1 		$498K Buy
5,698
+373
+7% +$36K 0.01% 294
2021
Q4 		$523K Buy
5,325
+2,185
+70% +$218K 0.01% 293
2021
Q3 		$306K Sell
3,140
-3,562
-53% -$353K 0.01% 304
2021
Q2 		$615K Sell
6,702
-100
-1% -$8.57K 0.01% 244
2021
Q1 		$528K Hold
6,802
– – 0.01% 257
2020
Q4 		$466K Buy
6,802
+491
+8% +$28.2K 0.01% 262
2020
Q3 		$305K Buy
6,311
+100
+2% +$5.04K 0.01% 276
2020
Q2 		$300K Sell
6,211
-440
-7% -$18.5K 0.01% 277
2020
Q1 		$226K Sell
6,651
-1,980
-23% -$93.3K 0.01% 287
2019
Q4 		$441K Hold
8,631
– – 0.01% 268
2019
Q3 		$368K Buy
8,631
+4,247
+97% +$182K 0.01% 277
2019
Q2 		$192K Buy
4,384
+100
+2% +$4.46K 0.01% 259
2019
Q1 		$181K Sell
4,284
-200
-4% -$8.42K 0.01% 261
2018
Q4 		$178K Buy
4,484
+3,760
+519% +$164K 0.01% 256
2018
Q3 		$33.7K Sell
724
-400
-36% -$19.5K ﹤0.01% 485
2018
Q2 		$53.3K Sell
1,124
-200
-15% -$10.5K ﹤0.01% 416
2018
Q1 		$71.4K Buy
+1,324
New +$73.3K ﹤0.01% 381

Other funds holding MS

Robeco Institutional Asset Management
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bartlett & Co Wealth Management's MS Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Morgan Stanley (MS) stake by 0.22% in Q2 2026, buying an estimated $9.9K and bringing the position to 22,802 shares worth $4.77M. The position accounts for 0.06% of the portfolio, ranked #148.

Bartlett & Co Wealth Management first reported a position in MS in Q1 2018 and has held it in 34 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bartlett & Co Wealth Management held 22,802 shares of Morgan Stanley worth $4.77M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 50 Morgan Stanley shares in Q2 2026, an estimated $9.9K.
  • Morgan Stanley made up 0.06% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Bartlett & Co Wealth Management first reported a position in Morgan Stanley in Q1 2018 and has held it in 34 quarters since.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.