Bollard Group LLC’s Morgan Stanley Position
Does Bollard Group LLC own Morgan Stanley (MS)? Yes — 247.5K shares worth $41M (+1.20% of its 13F portfolio) as of Q1 2026, up from 217.1K shares the prior filed quarter.
Position Value
$41M
Q1 2026
Shares
247.5K
% of Portfolio
+1.20%
Quarters Held
29
currently held
Position History MS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 247.5K | $41M | +1.20% |
| Q4 2025 | 217.1K | $39M | +0.96% |
| Q3 2025 | 259.4K | $41M | +0.97% |
| Q2 2025 | 245.9K | $35M | +0.79% |
| Q1 2025 | 219.3K | $26M | +0.67% |
| Q4 2024 | 217.9K | $27M | +0.76% |
| Q3 2024 | 262.0K | $27M | +0.73% |
| Q2 2024 | 260.5K | $25M | +0.71% |
| Q1 2024 | 255.9K | $24M | +0.73% |
| Q4 2023 | 252.2K | $24M | +0.82% |
| Q3 2023 | 264.7K | $22M | +0.80% |
| Q2 2023 | 273.9K | $23M | +0.80% |
| Q1 2023 | 271.9K | $24M | +0.86% |
| Q4 2022 | 269.9K | $23M | +0.88% |
| Q3 2022 | 270.8K | $21M | +0.90% |
| Q2 2022 | 268.7K | $20M | +0.83% |
| Q1 2022 | 266.5K | $23M | +0.75% |
| Q4 2021 | 270.4K | $27M | +0.85% |
| Q3 2021 | 269.7K | $26M | +0.86% |
| Q2 2021 | 257.1K | $24M | +0.75% |
| Q1 2021 | 248.2K | $19M | +0.68% |
| Q4 2020 | 247.4K | $17M | +0.63% |
| Q3 2020 | 251.8K | $12M | +0.44% |
| Q2 2020 | 250.6K | $12M | +0.48% |
| Q1 2020 | 288.6K | $10M | +0.44% |
| Q4 2019 | 272.7K | $14M | +0.45% |
| Q3 2019 | 263.6K | $11M | +0.39% |
| Q2 2019 | 185.4K | $8M | +0.28% |
| Q1 2019 | 166.9K | $7M | +0.27% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bollard Group LLC’s full portfolio or all institutional holders of MS.