BFS
MS icon

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
Q2 		$37.2K Buy
178
+91
+105% +$18K 0.01% 127
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
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

Bare Financial Services's MS Position: Q2 2026 in Review

Bare Financial Services increased its Morgan Stanley (MS) stake by 105% in Q2 2026, buying an estimated $18K and bringing the position to 178 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #127.

Bare Financial Services first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bare Financial Services held 178 shares of Morgan Stanley worth $37.2K as of Q2 2026.
  • Bare Financial Services bought 91 Morgan Stanley shares in Q2 2026, an estimated $18K.
  • Morgan Stanley made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #127 holding.
  • Bare Financial Services first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.