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Boyd Watterson Asset Management’s Morgan Stanley MS Stock Holding History

Boyd Watterson Asset Management’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 		$327K Sell
1,566
-67
-4% -$13.3K 0.09% 112
2026
Q1 		$269K Sell
1,633
-570
-26% -$98.7K 0.08% 115
2025
Q4 		$391K Buy
2,203
+89
+4% +$14.8K 0.11% 110
2025
Q3 		$336K Sell
2,114
-54
-2% -$7.97K 0.1% 112
2025
Q2 		$305K Buy
2,168
+88
+4% +$10.8K 0.1% 116
2025
Q1 		$243K Sell
2,080
-3
-0.1% -$387 0.08% 121
2024
Q4 		$262K Sell
2,083
-7
-0.3% -$862 0.07% 120
2024
Q3 		$218K Sell
2,090
-16
-0.8% -$1.61K 0.06% 125
2024
Q2 		$205K Hold
2,106
– – 0.06% 123
2024
Q1 		$198K Buy
2,106
+1
+0% +$88 0.07% 126
2023
Q4 		$196K Sell
2,105
-21
-1% -$1.68K 0.08% 125
2023
Q3 		$174K Sell
2,126
-4
-0.2% -$347 0.08% 125
2023
Q2 		$182K Buy
2,130
+8
+0.4% +$684 0.07% 126
2023
Q1 		$186K Buy
2,122
+15
+0.7% +$1.4K 0.08% 131
2022
Q4 		$179K Buy
+2,107
New +$180K 0.07% 132
2022
Q1 		– Sell
-3,239
Closed -$318K – 153
2021
Q4 		$318K Sell
3,239
-8
-0.2% -$797 0.11% 123
2021
Q3 		$316K Sell
3,247
-7
-0.2% -$694 0.12% 121
2021
Q2 		$298K Buy
3,254
+60
+2% +$5.14K 0.12% 120
2021
Q1 		$248K Sell
3,194
-96
-3% -$7.36K 0.11% 138
2020
Q4 		$225K Buy
+3,290
New +$189K 0.11% 126
2019
Q2 		– Sell
-5,435
Closed -$229K – 122
2019
Q1 		$229K Buy
+5,435
New +$229K 0.14% 112

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

Boyd Watterson Asset Management's MS Position: Q2 2026 in Review

Boyd Watterson Asset Management reduced its Morgan Stanley (MS) stake by 4.1% in Q2 2026, selling an estimated $13.3K and leaving 1,566 shares worth $327K. The position accounts for 0.09% of the portfolio, ranked #112.

Boyd Watterson Asset Management first reported a position in MS in Q1 2019 and has held it in 21 quarters since. The position peaked at $391K in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Boyd Watterson Asset Management held 1,566 shares of Morgan Stanley worth $327K as of Q2 2026.
  • Boyd Watterson Asset Management sold 67 Morgan Stanley shares in Q2 2026, an estimated $13.3K.
  • Morgan Stanley made up 0.09% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #112 holding.
  • Boyd Watterson Asset Management first reported a position in Morgan Stanley in Q1 2019 and has held it in 21 quarters since.
  • Boyd Watterson Asset Management's Morgan Stanley position peaked at $391K in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.