BCM
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BTC Capital Management’s Morgan Stanley MS Stock Holding History

BTC Capital 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 		$16.9M Sell
81,060
-21,486
-21% -$4.25M 1.03% 27
2026
Q1 		$16.9M Sell
102,546
-4,404
-4% -$762K 1.14% 22
2025
Q4 		$19M Sell
106,950
-4,137
-4% -$690K 1.33% 18
2025
Q3 		$17.7M Buy
111,087
+2,056
+2% +$304K 1.22% 23
2025
Q2 		$15.3M Sell
109,031
-308
-0.3% -$37.8K 1.25% 22
2025
Q1 		$12.8M Buy
109,339
+8,232
+8% +$1.06M 1.17% 25
2024
Q4 		$12.7M Sell
101,107
-5,705
-5% -$703K 1.18% 22
2024
Q3 		$11.1M Sell
106,812
-2,497
-2% -$251K 0.99% 28
2024
Q2 		$10.6M Sell
109,309
-6,117
-5% -$582K 0.99% 28
2024
Q1 		$10.9M Buy
+115,426
New +$10.2M 0.99% 30
2023
Q3 		$8.73M Buy
106,921
+758
+0.7% +$65.8K 1.01% 28
2023
Q2 		$9.06M Sell
106,163
-3,178
-3% -$272K 0.98% 27
2023
Q1 		$9.59M Sell
109,341
-15,536
-12% -$1.45M 1.1% 25
2022
Q4 		$10.6M Buy
124,877
+4,163
+3% +$355K 1.28% 20
2022
Q3 		$9.54M Buy
120,714
+2,150
+2% +$181K 1.25% 22
2022
Q2 		$9M Buy
118,564
+2,584
+2% +$212K 1.1% 23
2022
Q1 		$10.1M Sell
115,980
-5,773
-5% -$557K 1% 25
2021
Q4 		$12M Buy
121,753
+76
+0.1% +$7.57K 1.18% 20
2021
Q3 		$11.8M Sell
121,677
-13,992
-10% -$1.39M 1.33% 19
2021
Q2 		$12.5M Sell
135,669
-13,853
-9% -$1.19M 1.42% 18
2021
Q1 		$11.6M Buy
149,522
+1,468
+1% +$113K 1.3% 21
2020
Q4 		$10.2M Sell
148,054
-4,138
-3% -$237K 1.21% 23
2020
Q3 		$7.35M Sell
152,192
-2,840
-2% -$143K 1.03% 31
2020
Q2 		$7.49M Buy
155,032
+29,049
+23% +$1.22M 1.14% 28
2020
Q1 		$4.29M Buy
125,983
+47,519
+61% +$2.24M 0.82% 42
2019
Q4 		$4M Buy
78,464
+4,668
+6% +$221K 0.57% 67
2019
Q3 		$3.15M Buy
73,796
+2,670
+4% +$114K 0.5% 73
2019
Q2 		$3.11M Sell
71,126
-989
-1% -$44.1K 0.5% 77
2019
Q1 		$3.04M Buy
72,115
+8,015
+13% +$337K 0.49% 78
2018
Q4 		$2.54M Buy
64,100
+6,731
+12% +$294K 0.45% 77
2018
Q3 		$2.67M Sell
57,369
-12,530
-18% -$612K 0.46% 80
2018
Q2 		$3.32M Buy
69,899
+1,837
+3% +$96K 0.78% 62
2018
Q1 		$3.67M Buy
68,062
+3,186
+5% +$176K 0.6% 59
2017
Q4 		$3.4M Sell
64,876
-1,310
-2% -$66.2K 0.59% 64
2017
Q3 		$3.19M Sell
66,186
-1,483
-2% -$68.8K 0.57% 65
2017
Q2 		$3.01M Buy
67,669
+1,188
+2% +$51.2K 0.54% 63
2017
Q1 		$2.85M Sell
66,481
-2,581
-4% -$115K 0.53% 70
2016
Q4 		$2.92M Sell
69,062
-14,709
-18% -$556K 0.58% 68
2016
Q3 		$2.69M Sell
83,771
-17,022
-17% -$508K 0.56% 71
2016
Q2 		$2.62M Sell
100,793
-1,896
-2% -$49.6K 0.57% 71
2016
Q1 		$2.57M Buy
102,689
+18,876
+23% +$482K 0.59% 69
2015
Q4 		$2.66M Buy
+83,813
New +$2.79M 0.62% 66

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

BTC Capital Management's MS Position: Q2 2026 in Review

BTC Capital Management reduced its Morgan Stanley (MS) stake by 21% in Q2 2026, selling an estimated $4.25M and leaving 81,060 shares worth $16.9M. The position accounts for 1.03% of the portfolio, ranked #27.

BTC Capital Management first reported a position in MS in Q4 2015 and has held it in 42 quarters since. The position peaked at $19M in Q4 2025. 873 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • BTC Capital Management held 81,060 shares of Morgan Stanley worth $16.9M as of Q2 2026.
  • BTC Capital Management sold 21,486 Morgan Stanley shares in Q2 2026, an estimated $4.25M.
  • Morgan Stanley made up 1.03% of BTC Capital Management's portfolio in Q2 2026, its #27 holding.
  • BTC Capital Management first reported a position in Morgan Stanley in Q4 2015 and has held it in 42 quarters since.
  • BTC Capital Management's Morgan Stanley position peaked at $19M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.