BFP
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Birchwood Financial Partners’s Morgan Stanley MS Stock Holding History

Birchwood Financial Partners’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 		$49.3K Hold
236
– – 0.04% 171
2026
Q1 		$38.8K Hold
236
– – 0.04% 193
2025
Q4 		$41.9K Buy
+236
New +$39.4K 0.04% 181

Other funds holding MS

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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

Birchwood Financial Partners's MS Position: Q2 2026 in Review

Birchwood Financial Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 236 shares worth $49.3K. The position accounts for 0.04% of the portfolio, ranked #171.

Birchwood Financial Partners first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Birchwood Financial Partners held 236 shares of Morgan Stanley worth $49.3K as of Q2 2026.
  • Birchwood Financial Partners left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.04% of Birchwood Financial Partners's portfolio in Q2 2026, its #171 holding.
  • Birchwood Financial Partners first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.