Burney Company’s Morgan Stanley MS Stock Holding History
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
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. 2,734 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.
- 2,734 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.