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Leigh Baldwin & Co’s Morgan Stanley MS Stock Holding History

Leigh Baldwin & Co’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 		$569K Buy
2,720
+1
+0% +$198 0.31% 73
2026
Q1 		$447K Sell
2,719
-303
-10% -$52.5K 0.29% 86
2025
Q4 		$536K Sell
3,022
-134
-4% -$22.4K 0.35% 69
2025
Q3 		$502K Buy
+3,156
New +$466K 0.28% 85

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 $3.38T AUM 44.17% 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

Leigh Baldwin & Co's MS Position: Q2 2026 in Review

Leigh Baldwin & Co increased its Morgan Stanley (MS) stake by 0.04% in Q2 2026, buying an estimated $198 and bringing the position to 2,720 shares worth $569K. The position accounts for 0.31% of the portfolio, ranked #73.

Leigh Baldwin & Co first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Leigh Baldwin & Co held 2,720 shares of Morgan Stanley worth $569K as of Q2 2026.
  • Leigh Baldwin & Co bought 1 Morgan Stanley share in Q2 2026, an estimated $198.
  • Morgan Stanley made up 0.31% of Leigh Baldwin & Co's portfolio in Q2 2026, its #73 holding.
  • Leigh Baldwin & Co first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.