BFO
MS icon

Biltmore Family Office’s Morgan Stanley MS Stock Holding History

Biltmore Family Office’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 		$654K Buy
3,128
+18
+0.6% +$3.56K 0.09% 144
2026
Q1 		$512K Buy
3,110
+1,450
+87% +$251K 0.07% 159
2025
Q4 		$295K Hold
1,660
– – 0.04% 195
2025
Q3 		$264K Buy
1,660
+51
+3% +$7.53K 0.04% 194
2025
Q2 		$227K Buy
+1,609
New +$198K 0.04% 192
2022
Q1 		– Sell
-2,626
Closed -$258K – 230
2021
Q4 		$258K Buy
+2,626
New +$262K 0.05% 177

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Biltmore Family Office's MS Position: Q2 2026 in Review

Biltmore Family Office increased its Morgan Stanley (MS) stake by 0.58% in Q2 2026, buying an estimated $3.56K and bringing the position to 3,128 shares worth $654K. The position accounts for 0.09% of the portfolio, ranked #144.

Biltmore Family Office first reported a position in MS in Q4 2021 and has held it in 6 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Biltmore Family Office held 3,128 shares of Morgan Stanley worth $654K as of Q2 2026.
  • Biltmore Family Office bought 18 Morgan Stanley shares in Q2 2026, an estimated $3.56K.
  • Morgan Stanley made up 0.09% of Biltmore Family Office's portfolio in Q2 2026, its #144 holding.
  • Biltmore Family Office first reported a position in Morgan Stanley in Q4 2021 and has held it in 6 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.