BHWM
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Beaird Harris Wealth Management’s Morgan Stanley MS Stock Holding History

Beaird Harris 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 		$42.2K Hold
202
– – ﹤0.01% 272
2026
Q1 		$33.2K Hold
202
– – ﹤0.01% 280
2025
Q4 		$35.8K Sell
202
-156
-44% -$26K ﹤0.01% 287
2025
Q3 		$56.9K Buy
358
+12
+3% +$1.77K ﹤0.01% 239
2025
Q2 		$48.7K Buy
346
+16
+5% +$1.97K ﹤0.01% 247
2025
Q1 		$38.5K Hold
330
– – ﹤0.01% 245
2024
Q4 		$41.5K Buy
330
+313
+1,841% +$38.5K ﹤0.01% 241
2024
Q3 		$1.77K Hold
17
– – ﹤0.01% 453
2024
Q2 		$1.65K Sell
17
-65
-79% -$6.19K ﹤0.01% 556
2024
Q1 		$7.72K Buy
82
+65
+382% +$5.72K ﹤0.01% 350
2023
Q4 		$1.59K Buy
+17
New +$1.36K ﹤0.01% 489
2023
Q1 		– Sell
-178
Closed -$15.1K – 650
2022
Q4 		$15.1K Buy
+178
New +$15.2K ﹤0.01% 289
2022
Q2 		– Sell
-104
Closed -$9K – 527
2022
Q1 		$9K Buy
+104
New +$10K ﹤0.01% 350

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Beaird Harris Wealth Management's MS Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Morgan Stanley (MS) position steady in Q2 2026 at 202 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Beaird Harris Wealth Management first reported a position in MS in Q1 2022 and has held it in 13 quarters since. The position peaked at $56.9K in Q3 2025. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Beaird Harris Wealth Management held 202 shares of Morgan Stanley worth $42.2K as of Q2 2026.
  • Beaird Harris Wealth Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #272 holding.
  • Beaird Harris Wealth Management first reported a position in Morgan Stanley in Q1 2022 and has held it in 13 quarters since.
  • Beaird Harris Wealth Management's Morgan Stanley position peaked at $56.9K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.