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Kimelman & Baird’s Morgan Stanley MS Stock Holding History

Kimelman & Baird’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 		$25.1K Hold
120
– – ﹤0.01% 201
2026
Q1 		$19.7K Buy
+120
New +$20.8K ﹤0.01% 202
2024
Q3 		– Sell
-175
Closed -$17K – 370
2024
Q2 		$17K Buy
+175
New +$16.7K ﹤0.01% 246
2014
Q4 		– Sell
-6,000
Closed -$207K – 121
2014
Q3 		$207K Buy
+6,000
New +$200K 0.04% 106

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kimelman & Baird's MS Position: Q2 2026 in Review

Kimelman & Baird held its Morgan Stanley (MS) position steady in Q2 2026 at 120 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Kimelman & Baird first reported a position in MS in Q3 2014 and has held it in 4 quarters since. The position peaked at $207K in Q3 2014. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kimelman & Baird held 120 shares of Morgan Stanley worth $25.1K as of Q2 2026.
  • Kimelman & Baird left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Kimelman & Baird's portfolio in Q2 2026, its #201 holding.
  • Kimelman & Baird first reported a position in Morgan Stanley in Q3 2014 and has held it in 4 quarters since.
  • Kimelman & Baird's Morgan Stanley position peaked at $207K in Q3 2014.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.