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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
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 		$9.69K 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

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

Birchbrook's MS Position: Q2 2026 in Review

Birchbrook held its Morgan Stanley (MS) position steady in Q2 2026 at 96 shares worth $20.1K. 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 11 quarters since. 867 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Birchbrook held 96 shares of Morgan Stanley worth $20.1K as of Q2 2026.
  • Birchbrook left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.01% of Birchbrook's portfolio in Q2 2026, its #173 holding.
  • Birchbrook first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 867 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.