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BXM Wealth’s Morgan Stanley MS Stock Holding History

BXM Wealth’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 		$524K Buy
2,507
+1,251
+100% +$248K 0.29% 84
2026
Q1 		$207K Sell
1,256
-7,750
-86% -$1.34M 0.16% 128
2025
Q4 		$212K Buy
9,006
+6,516
+262% +$1.09M 0.16% 119
2025
Q3 		$396K Buy
+2,490
New +$368K 0.37% 78

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

BXM Wealth's MS Position: Q2 2026 in Review

BXM Wealth increased its Morgan Stanley (MS) stake by 100% in Q2 2026, buying an estimated $248K and bringing the position to 2,507 shares worth $524K. The position accounts for 0.29% of the portfolio, ranked #84.

BXM Wealth first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 875 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • BXM Wealth held 2,507 shares of Morgan Stanley worth $524K as of Q2 2026.
  • BXM Wealth bought 1,251 Morgan Stanley shares in Q2 2026, an estimated $248K.
  • Morgan Stanley made up 0.29% of BXM Wealth's portfolio in Q2 2026, its #84 holding.
  • BXM Wealth first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 875 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.