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Burney Company’s Morgan Stanley MS Stock Holding History

Burney Company’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 		$5.34M Buy
25,563
+486
+2% +$96.2K 0.14% 121
2026
Q1 		$4.13M Sell
25,077
-11,323
-31% -$1.96M 0.13% 137
2025
Q4 		$6.46M Buy
36,400
+11,507
+46% +$1.92M 0.2% 109
2025
Q3 		$3.96M Buy
24,893
+398
+2% +$58.8K 0.13% 157
2025
Q2 		$3.45M Sell
24,495
-21,447
-47% -$2.63M 0.12% 164
2025
Q1 		$5.36M Buy
45,942
+21,226
+86% +$2.74M 0.2% 115
2024
Q4 		$3.11M Sell
24,716
-2,358
-9% -$290K 0.11% 171
2024
Q3 		$2.82M Buy
27,074
+2,828
+12% +$285K 0.1% 179
2024
Q2 		$2.36M Buy
24,246
+2,675
+12% +$255K 0.09% 195
2024
Q1 		$2.03M Sell
21,571
-794
-4% -$69.9K 0.08% 229
2023
Q4 		$2.09M Sell
22,365
-5,713
-20% -$457K 0.09% 233
2023
Q3 		$2.29M Sell
28,078
-6,395
-19% -$555K 0.11% 206
2023
Q2 		$2.94M Sell
34,473
-82,685
-71% -$7.07M 0.14% 180
2023
Q1 		$10.3M Sell
117,158
-4,930
-4% -$460K 0.51% 51
2022
Q4 		$10.4M Sell
122,088
-11,702
-9% -$997K 0.53% 44
2022
Q3 		$10.6M Sell
133,790
-523
-0.4% -$44.1K 0.58% 37
2022
Q2 		$10.2M Sell
134,313
-1,999
-1% -$164K 0.54% 47
2022
Q1 		$11.9M Sell
136,312
-1,482
-1% -$143K 0.55% 46
2021
Q4 		$13.5M Buy
137,794
+998
+0.7% +$99.4K 0.58% 46
2021
Q3 		$13.3M Sell
136,796
-11,241
-8% -$1.11M 0.62% 36
2021
Q2 		$13.6M Buy
148,037
+4,623
+3% +$396K 0.63% 37
2021
Q1 		$11.1M Buy
143,414
+11,660
+9% +$894K 0.55% 50
2020
Q4 		$9.03M Buy
131,754
+114,802
+677% +$6.59M 0.5% 59
2020
Q3 		$820K Sell
16,952
-243
-1% -$12.2K 0.05% 301
2020
Q2 		$831K Sell
17,195
-2,171
-11% -$91.2K 0.05% 284
2020
Q1 		$658K Sell
19,366
-3,019
-13% -$142K 0.05% 277
2019
Q4 		$1.14M Buy
22,385
+1,277
+6% +$60.4K 0.06% 253
2019
Q3 		$901K Buy
21,108
+569
+3% +$24.3K 0.05% 267
2019
Q2 		$900K Buy
20,539
+355
+2% +$15.8K 0.05% 272
2019
Q1 		$852K Buy
+20,184
New +$849K 0.05% 276

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Burney Company's MS Position: Q2 2026 in Review

Burney Company increased its Morgan Stanley (MS) stake by 1.9% in Q2 2026, buying an estimated $96.2K and bringing the position to 25,563 shares worth $5.34M. The position accounts for 0.14% of the portfolio, ranked #121.

Burney Company first reported a position in MS in Q1 2019 and has held it in 30 quarters since. The position peaked at $13.6M in Q2 2021. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Burney Company held 25,563 shares of Morgan Stanley worth $5.34M as of Q2 2026.
  • Burney Company bought 486 Morgan Stanley shares in Q2 2026, an estimated $96.2K.
  • Morgan Stanley made up 0.14% of Burney Company's portfolio in Q2 2026, its #121 holding.
  • Burney Company first reported a position in Morgan Stanley in Q1 2019 and has held it in 30 quarters since.
  • Burney Company's Morgan Stanley position peaked at $13.6M in Q2 2021.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.