Birchbrook
MS icon

Birchbrook’s Morgan Stanley MS Stock Holding History

Birchbrook’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
Q3 		$18.2K Buy
97
+1
+1% +$212 0.01% 173
2026
Q2 		$20.1K Hold
96
– – 0.01% 173
2026
Q1 		$15.8K Buy
96
+1
+1% +$173 0.01% 176
2025
Q4 		$16.9K Hold
95
– – 0.01% 184
2025
Q3 		$15.1K Buy
95
+1
+1% +$148 0.01% 176
2025
Q2 		$13.3K Hold
94
– – 0.01% 180
2025
Q1 		$11K Buy
94
+1
+1% +$129 0.01% 183
2024
Q4 		$11.7K Hold
93
– – 0.01% 195
2024
Q3 		$9.7K Buy
93
+1
+1% +$101 0.01% 188
2024
Q2 		$8.97K Hold
92
– – 0.01% 198
2024
Q1 		$8.63K Buy
92
+1
+1% +$88 0.01% 209
2023
Q4 		$8.48K Buy
+91
New +$7.28K 0.01% 221

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Birchbrook's MS Position: Q3 2026 in Review

Birchbrook increased its Morgan Stanley (MS) stake by 1% in Q3 2026, buying an estimated $212 and bringing the position to 97 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #173.

Birchbrook first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $20.1K in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Birchbrook held 97 shares of Morgan Stanley worth $18.2K as of Q3 2026.
  • Birchbrook bought 1 Morgan Stanley share in Q3 2026, an estimated $212.
  • Morgan Stanley made up 0.01% of Birchbrook's portfolio in Q3 2026, its #173 holding.
  • Birchbrook first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's Morgan Stanley position peaked at $20.1K in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.