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Bearing Point Capital’s Morgan Stanley MS Stock Holding History

Bearing Point Capital’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 		$533K Sell
3,239
-2,178
-40% -$377K 0.08% 127
2025
Q4 		$962K Buy
5,417
+10
+0.2% +$1.67K 0.15% 103
2025
Q3 		$859K Hold
5,407
– – 0.15% 95
2025
Q2 		$762K Sell
5,407
-196
-3% -$24.1K 0.14% 97
2025
Q1 		$654K Sell
5,603
-256
-4% -$33K 0.14% 107
2024
Q4 		$737K Buy
+5,859
New +$722K 0.15% 102

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bearing Point Capital's MS Position: Q1 2026 in Review

Bearing Point Capital reduced its Morgan Stanley (MS) stake by 40% in Q1 2026, selling an estimated $377K and leaving 3,239 shares worth $533K. The position accounts for 0.08% of the portfolio, ranked #127.

Bearing Point Capital first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $962K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Bearing Point Capital held 3,239 shares of Morgan Stanley worth $533K as of Q1 2026.
  • Bearing Point Capital sold 2,178 Morgan Stanley shares in Q1 2026, an estimated $377K.
  • Morgan Stanley made up 0.08% of Bearing Point Capital's portfolio in Q1 2026, its #127 holding.
  • Bearing Point Capital first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Bearing Point Capital's Morgan Stanley position peaked at $962K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.