Bay Capital Advisors’s Morgan Stanley MS Stock Holding History

Bay Capital 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	$841K	Hold	4,023	–	–	0.45%	41
2026 Q1	$662K	Sell	4,023 -236	-6%	-$40.9K	0.41%	47
2025 Q4	$756K	Hold	4,259	–	–	0.46%	42
2025 Q3	$677K	Hold	4,259	–	–	0.44%	46
2025 Q2	$600K	Buy	4,259 +1	+0%	+$123	0.46%	52
2025 Q1	$497K	Sell	4,258 -156	-4%	-$20.1K	0.41%	56
2024 Q4	$555K	Buy	+4,414	New	+$544K	0.45%	56

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

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) Albany, New York $54.2B AUM 43.77% 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Bay Capital Advisors's MS Position: Q2 2026 in Review

Bay Capital Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 4,023 shares worth $841K. The position accounts for 0.45% of the portfolio, ranked #41.

Bay Capital Advisors first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Bay Capital Advisors held 4,023 shares of Morgan Stanley worth $841K as of Q2 2026.
Bay Capital Advisors left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.45% of Bay Capital Advisors's portfolio in Q2 2026, its #41 holding.
Bay Capital Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.