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Birch Hill Investment Advisors’s Morgan Stanley MS Stock Holding History

Birch Hill Investment 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 		$370K Sell
1,771
-100
-5% -$19.8K 0.02% 164
2026
Q1 		$308K Hold
1,871
– – 0.01% 168
2025
Q4 		$332K Hold
1,871
– – 0.01% 167
2025
Q3 		$297K Hold
1,871
– – 0.01% 169
2025
Q2 		$264K Sell
1,871
-100
-5% -$12.3K 0.01% 176
2025
Q1 		$230K Sell
1,971
-100
-5% -$12.9K 0.01% 179
2024
Q4 		$260K Sell
2,071
-100
-5% -$12.3K 0.01% 171
2024
Q3 		$226K Hold
2,171
– – 0.01% 170
2024
Q2 		$211K Hold
2,171
– – 0.01% 169
2024
Q1 		$204K Sell
2,171
-100
-4% -$8.81K 0.01% 168
2023
Q4 		$212K Buy
+2,271
New +$182K 0.01% 158
2023
Q3 		– Sell
-2,451
Closed -$209K – 162
2023
Q2 		$209K Buy
+2,451
New +$210K 0.01% 153
2022
Q2 		– Sell
-2,378
Closed -$208K – 161
2022
Q1 		$208K Sell
2,378
-320
-12% -$30.9K 0.01% 159
2021
Q4 		$265K Buy
2,698
+460
+21% +$45.8K 0.01% 156
2021
Q3 		$218K Hold
2,238
– – 0.01% 160
2021
Q2 		$205K Buy
+2,238
New +$192K 0.01% 161

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

Birch Hill Investment Advisors's MS Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its Morgan Stanley (MS) stake by 5.3% in Q2 2026, selling an estimated $19.8K and leaving 1,771 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #164.

Birch Hill Investment Advisors first reported a position in MS in Q2 2021 and has held it in 16 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Birch Hill Investment Advisors held 1,771 shares of Morgan Stanley worth $370K as of Q2 2026.
  • Birch Hill Investment Advisors sold 100 Morgan Stanley shares in Q2 2026, an estimated $19.8K.
  • Morgan Stanley made up 0.02% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #164 holding.
  • Birch Hill Investment Advisors first reported a position in Morgan Stanley in Q2 2021 and has held it in 16 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.