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 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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Byrne Asset Management's MS Position: Q2 2026 in Review

Byrne Asset Management increased its Morgan Stanley (MS) stake by 39% in Q2 2026, buying an estimated $19.8K and bringing the position to 359 shares worth $75K. The position accounts for 0.04% of the portfolio, ranked #264.

Byrne Asset Management first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Byrne Asset Management held 359 shares of Morgan Stanley worth $75K as of Q2 2026.
Byrne Asset Management bought 100 Morgan Stanley shares in Q2 2026, an estimated $19.8K.
Morgan Stanley made up 0.04% of Byrne Asset Management's portfolio in Q2 2026, its #264 holding.
Byrne Asset Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.