Bare Financial Services’s Morgan Stanley MS Stock Holding History

Bare Financial Services’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 Q1	$14.3K	Buy	87 +47	+118%	+$8.14K	﹤0.01%	196
2025 Q4	$7.1K	Buy	40 +13	+48%	+$2.17K	﹤0.01%	385
2025 Q3	$4.29K	Sell	27 -185	-87%	-$27.3K	﹤0.01%	602
2025 Q2	$29.9K	Buy	212 +13	+7%	+$1.6K	0.01%	90
2025 Q1	$23.2K	Hold	199	–	–	0.01%	82
2024 Q4	$25K	Hold	199	–	–	0.01%	78
2024 Q3	$20.7K	Hold	199	–	–	0.01%	82
2024 Q2	$20.5K	Hold	199	–	–	0.01%	82
2024 Q1	$18.1K	Hold	199	–	–	0.02%	75
2023 Q4	$18.6K	Buy	+199	New	+$15.9K	0.04%	64

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bare Financial Services's MS Position: Q1 2026 in Review

Bare Financial Services increased its Morgan Stanley (MS) stake by 118% in Q1 2026, buying an estimated $8.14K and bringing the position to 87 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Bare Financial Services first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.9K in Q2 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Bare Financial Services held 87 shares of Morgan Stanley worth $14.3K as of Q1 2026.
Bare Financial Services bought 47 Morgan Stanley shares in Q1 2026, an estimated $8.14K.
Morgan Stanley made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #196 holding.
Bare Financial Services first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Bare Financial Services's Morgan Stanley position peaked at $29.9K in Q2 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.