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Bay Colony Advisors’s Morgan Stanley MS Stock Holding History

Bay Colony 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 		$539K Buy
2,576
+29
+1% +$5.74K 0.06% 253
2026
Q1 		$419K Sell
2,547
-237
-9% -$41K 0.05% 300
2025
Q4 		$494K Sell
2,784
-556
-17% -$92.7K 0.06% 285
2025
Q3 		$531K Buy
3,340
+509
+18% +$75.2K 0.06% 275
2025
Q2 		$399K Sell
2,831
-1,112
-28% -$137K 0.06% 289
2025
Q1 		$455K Sell
3,943
-6
-0.2% -$773 0.07% 257
2024
Q4 		$497K Sell
3,949
-5
-0.1% -$616 0.07% 240
2024
Q3 		$412K Buy
3,954
+151
+4% +$15.2K 0.06% 263
2024
Q2 		$370K Sell
3,803
-96
-2% -$9.14K 0.06% 257
2024
Q1 		$367K Sell
3,899
-152
-4% -$13.4K 0.06% 257
2023
Q4 		$378K Buy
4,051
+167
+4% +$13.4K 0.07% 245
2023
Q3 		$317K Buy
3,884
+31
+0.8% +$2.69K 0.08% 228
2023
Q2 		$329K Hold
3,853
– – 0.08% 226
2023
Q1 		$332K Sell
3,853
-61
-2% -$5.69K 0.09% 214
2022
Q4 		$333K Buy
3,914
+109
+3% +$9.29K 0.09% 230
2022
Q3 		$301K Buy
+3,805
New +$321K 0.09% 227
2022
Q2 		– Sell
-2,514
Closed -$220K – 372
2022
Q1 		$220K Buy
2,514
+230
+10% +$22.2K 0.05% 321
2021
Q4 		$224K Hold
2,284
– – 0.06% 324
2021
Q3 		$222K Hold
2,284
– – 0.07% 309
2021
Q2 		$209K Buy
+2,284
New +$196K 0.07% 325
2018
Q3 		– Sell
-100
Closed -$5K – 641
2018
Q2 		$5K Buy
+100
New +$5.22K ﹤0.01% 777

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

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

Bay Colony Advisors increased its Morgan Stanley (MS) stake by 1.1% in Q2 2026, buying an estimated $5.74K and bringing the position to 2,576 shares worth $539K. The position accounts for 0.06% of the portfolio, ranked #253.

Bay Colony Advisors first reported a position in MS in Q2 2018 and has held it in 21 quarters since. 950 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bay Colony Advisors held 2,576 shares of Morgan Stanley worth $539K as of Q2 2026.
  • Bay Colony Advisors bought 29 Morgan Stanley shares in Q2 2026, an estimated $5.74K.
  • Morgan Stanley made up 0.06% of Bay Colony Advisors's portfolio in Q2 2026, its #253 holding.
  • Bay Colony Advisors first reported a position in Morgan Stanley in Q2 2018 and has held it in 21 quarters since.
  • 950 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.