BHWM
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Bay Harbor Wealth Management’s Morgan Stanley MS Stock Holding History

Bay Harbor 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
Q1 		$17.9K Buy
109
+21
+24% +$3.64K ﹤0.01% 162
2025
Q4 		$15.6K Buy
88
+33
+60% +$5.5K ﹤0.01% 152
2025
Q3 		$8.74K Buy
55
+11
+25% +$1.62K ﹤0.01% 156
2025
Q2 		$6.2K Buy
44
+30
+214% +$3.69K ﹤0.01% 163
2025
Q1 		$1.63K Buy
+14
New +$1.8K ﹤0.01% 212
2023
Q1 		– Sell
-887
Closed -$75K – 182
2022
Q4 		$75K Sell
887
-3
-0.3% -$256 0.03% 70
2022
Q3 		$70K Sell
890
-145
-14% -$12.2K 0.03% 63
2022
Q2 		$79K Buy
1,035
+1
+0.1% +$82 0.04% 59
2022
Q1 		$90K Hold
1,034
– – 0.04% 64
2021
Q4 		$109K Buy
1,034
+19
+2% +$1.89K 0.04% 48
2021
Q3 		$99K Sell
1,015
-26
-2% -$2.58K 0.04% 60
2021
Q2 		$95K Buy
1,041
+6
+0.6% +$514 0.04% 72
2021
Q1 		$80K Sell
1,035
-236
-19% -$18.1K 0.04% 83
2020
Q4 		$87K Sell
1,271
-17
-1% -$975 0.04% 109
2020
Q3 		$62K Buy
1,288
+42
+3% +$2.12K 0.03% 138
2020
Q2 		$60K Buy
1,246
+219
+21% +$9.2K 0.03% 137
2020
Q1 		$35K Buy
1,027
+140
+16% +$6.59K 0.02% 157
2019
Q4 		$45K Sell
887
-48
-5% -$2.27K 0.02% 161
2019
Q3 		$38K Sell
935
-65
-7% -$2.78K 0.02% 178
2019
Q2 		$44K Sell
1,000
-10
-1% -$446 0.03% 173
2019
Q1 		$43K Hold
1,010
– – 0.03% 174
2018
Q4 		$40K Buy
+1,010
New +$44.1K 0.03% 167

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bay Harbor Wealth Management's MS Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Morgan Stanley (MS) stake by 24% in Q1 2026, buying an estimated $3.64K and bringing the position to 109 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Bay Harbor Wealth Management first reported a position in MS in Q4 2018 and has held it in 22 quarters since. The position peaked at $109K in Q4 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Bay Harbor Wealth Management held 109 shares of Morgan Stanley worth $17.9K as of Q1 2026.
  • Bay Harbor Wealth Management bought 21 Morgan Stanley shares in Q1 2026, an estimated $3.64K.
  • Morgan Stanley made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #162 holding.
  • Bay Harbor Wealth Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 22 quarters since.
  • Bay Harbor Wealth Management's Morgan Stanley position peaked at $109K in Q4 2021.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.