MS — Morgan Stanley

Ownership history in BAXTER BROS INC  ·  38 quarters on record

This page tracks every 13F SEC filing in which BAXTER BROS INC reported a position in Morgan Stanley (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.95% (2025 Q4)
Avg. % of fund
0.76%
First filed
2016 Q2
Last filed
2025 Q4
Quarters held
38
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 95,101 -1,677 -1.7% 1.95% $16.9M $176.56
2025 Q3 ADDED 96,778 +1,114 +1.2% 1.78% $15.4M $157.13
2025 Q2 ADDED 95,664 +5,669 +6.3% 1.65% $13.5M $138.28
2025 Q1 ADDED 89,995 +10,146 +12.7% 1.38% $10.5M $113.62
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MS price (monthly, adj. close)

Other funds also holding MS

As of 2025 Q4 — sorted by position size

MITSUBISHI UFJ FINANCIAL GROUP INC 3Y 7Y 100.0% BRIDGER MANAGEMENT, LLC 3Y 7Y 15.6% Focused Investors LLC 3Y 7Y 7.12% RBF Capital, LLC 3Y 7Y 6.39% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.37% Hamlin Capital Management, LLC 3Y 7Y 5.94% AXIOM INVESTORS LLC /DE 3Y 7Y 5.61% Bradyco, Inc. 5.58% Morangie Management LLC 5.23% DCM Advisors, LLC 3Y 5.0%
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