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Byrne Asset Management’s Morgan Stanley MS Stock Holding History

Byrne Asset 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
Q3 		$67.5K Hold
359
– – 0.04% 259
2026
Q2 		$75K Buy
359
+100
+39% +$19.8K 0.04% 264
2026
Q1 		$42.6K Sell
259
-25
-9% -$4.33K 0.03% 292
2025
Q4 		$50.4K Hold
284
– – 0.03% 275
2025
Q3 		$45.1K Hold
284
– – 0.03% 259
2025
Q2 		$40K Hold
284
– – 0.03% 279
2025
Q1 		$33.1K Sell
284
-25
-8% -$3.22K 0.02% 280
2024
Q4 		$38.8K Hold
309
– – 0.03% 218
2024
Q3 		$32.2K Hold
309
– – 0.02% 242
2024
Q2 		$29.6K Hold
309
– – 0.02% 250
2024
Q1 		$29.1K Hold
309
– – 0.02% 250
2023
Q4 		$28.9K Hold
309
– – 0.02% 244
2023
Q3 		$25K Hold
309
– – 0.02% 252
2023
Q2 		$26K Hold
309
– – 0.02% 300
2023
Q1 		$27K Buy
309
+59
+24% +$5.51K 0.02% 280
2022
Q4 		$21.3K Hold
250
– – 0.02% 316
2022
Q3 		$20K Hold
250
– – 0.02% 294
2022
Q2 		$19K Hold
250
– – 0.01% 284
2022
Q1 		$22K Hold
250
– – 0.01% 300
2021
Q4 		$25K Buy
+250
New +$24.9K 0.02% 272

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Byrne Asset Management's MS Position: Q3 2026 in Review

Byrne Asset Management held its Morgan Stanley (MS) position steady in Q3 2026 at 359 shares worth $67.5K. The position accounts for 0.04% of the portfolio, ranked #259.

Byrne Asset Management first reported a position in MS in Q4 2021 and has held it in 20 quarters since. The position peaked at $75K in Q2 2026. 81 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Byrne Asset Management held 359 shares of Morgan Stanley worth $67.5K as of Q3 2026.
  • Byrne Asset Management left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.04% of Byrne Asset Management's portfolio in Q3 2026, its #259 holding.
  • Byrne Asset Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 20 quarters since.
  • Byrne Asset Management's Morgan Stanley position peaked at $75K in Q2 2026.
  • 81 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.