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BSW Wealth Partners’s Morgan Stanley MS Stock Holding History

BSW Wealth 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 		$1M Sell
4,798
-1,796
-27% -$356K 0.11% 105
2026
Q1 		$1.09M Buy
6,594
+529
+9% +$91.6K 0.13% 92
2025
Q4 		$1.08M Buy
6,065
+20
+0.3% +$3.34K 0.13% 96
2025
Q3 		$961K Buy
6,045
+346
+6% +$51.1K 0.12% 101
2025
Q2 		$803K Buy
5,699
+393
+7% +$48.3K 0.11% 109
2025
Q1 		$619K Sell
5,306
-1,285
-19% -$166K 0.09% 130
2024
Q4 		$829K Buy
6,591
+1,103
+20% +$136K 0.12% 103
2024
Q3 		$572K Buy
5,488
+480
+10% +$48.3K 0.09% 137
2024
Q2 		$487K Buy
5,008
+280
+6% +$26.7K 0.08% 137
2024
Q1 		$445K Sell
4,728
-682
-13% -$60.1K 0.08% 152
2023
Q4 		$504K Sell
5,410
-198
-4% -$15.8K 0.1% 122
2023
Q3 		$458K Buy
5,608
+358
+7% +$31.1K 0.1% 120
2023
Q2 		$448K Sell
5,250
-148
-3% -$12.7K 0.09% 121
2023
Q1 		$474K Buy
5,398
+61
+1% +$5.69K 0.1% 142
2022
Q4 		$454K Sell
5,337
-838
-14% -$71.4K 0.1% 147
2022
Q3 		$488K Buy
6,175
+23
+0.4% +$1.94K 0.12% 116
2022
Q2 		$468K Buy
6,152
+269
+5% +$22K 0.11% 130
2022
Q1 		$514K Buy
5,883
+465
+9% +$44.9K 0.13% 118
2021
Q4 		$532K Buy
5,418
+1,244
+30% +$124K 0.13% 115
2021
Q3 		$406K Buy
+4,174
New +$414K 0.11% 125

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

BSW Wealth Partners's MS Position: Q2 2026 in Review

BSW Wealth Partners reduced its Morgan Stanley (MS) stake by 27% in Q2 2026, selling an estimated $356K and leaving 4,798 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #105.

BSW Wealth Partners first reported a position in MS in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.09M in Q1 2026. 1,035 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • BSW Wealth Partners held 4,798 shares of Morgan Stanley worth $1M as of Q2 2026.
  • BSW Wealth Partners sold 1,796 Morgan Stanley shares in Q2 2026, an estimated $356K.
  • Morgan Stanley made up 0.11% of BSW Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • BSW Wealth Partners first reported a position in Morgan Stanley in Q3 2021 and has held it in 20 quarters since.
  • BSW Wealth Partners's Morgan Stanley position peaked at $1.09M in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.