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Beirne Wealth Consulting Services’s Morgan Stanley MS Stock Holding History

Beirne Wealth Consulting Services’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 		$276K Sell
1,319
-300
-19% -$59.4K 0.05% 86
2026
Q1 		$266K Sell
1,619
-27
-2% -$4.67K 0.08% 95
2025
Q4 		$292K Sell
1,646
-1,863
-53% -$311K 0.08% 91
2025
Q3 		$558K Buy
3,509
+1,890
+117% +$279K 0.13% 94
2025
Q2 		$228K Buy
+1,619
New +$199K 0.07% 91
2025
Q1 		– Sell
-1,619
Closed -$204K – 104
2024
Q4 		$204K Buy
+1,619
New +$199K 0.07% 91
2024
Q1 		– Sell
-2,817
Closed -$263K – 136
2023
Q4 		$263K Buy
+2,817
New +$225K 0.13% 113
2022
Q2 		– Sell
-3,800
Closed -$331K – 104
2022
Q1 		$331K Hold
3,800
– – 0.18% 71
2021
Q4 		$372K Buy
3,800
+200
+6% +$19.9K 0.2% 66
2021
Q3 		$350K Hold
3,600
– – 0.2% 68
2021
Q2 		$331K Hold
3,600
– – 0.18% 73
2021
Q1 		$280K Sell
3,600
-10,522
-75% -$806K 0.16% 71
2020
Q4 		$968K Sell
14,122
-14,700
-51% -$843K 0.48% 43
2020
Q3 		$1.39M Buy
+28,822
New +$1.45M 0.81% 25
2019
Q2 		– Sell
-10,087
Closed -$426K – 172
2019
Q1 		$426K Sell
10,087
-1,119
-10% -$47.1K 0.33% 99
2018
Q4 		$444K Buy
+11,206
New +$489K 0.38% 80

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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 $59.6B 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return