Bell & Brown Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $962K | Buy |
4,603
+18
| +0.4% | +$3.56K | 0.29% | 58 |
|
|
2026
Q1 | $755K | Buy |
4,585
+19
| +0.4% | +$3.29K | 0.24% | 57 |
|
|
2025
Q4 | $811K | Buy |
4,566
+16
| +0.4% | +$2.67K | 0.26% | 57 |
|
|
2025
Q3 | $723K | Buy |
4,550
+22
| +0.5% | +$3.25K | 0.24% | 57 |
|
|
2025
Q2 | $638K | Buy |
4,528
+23
| +0.5% | +$2.83K | 0.23% | 57 |
|
|
2025
Q1 | $526K | Buy |
4,505
+22
| +0.5% | +$2.83K | 0.21% | 58 |
|
|
2024
Q4 | $564K | Buy |
4,483
+27
| +0.6% | +$3.33K | 0.21% | 58 |
|
|
2024
Q3 | $465K | Buy |
4,456
+29
| +0.7% | +$2.92K | 0.18% | 58 |
|
|
2024
Q2 | $430K | Buy |
4,427
+27
| +0.6% | +$2.57K | 0.16% | 57 |
|
|
2024
Q1 | $414K | Sell |
4,400
-45
| -1% | -$3.96K | 0.18% | 59 |
|
|
2023
Q4 | $415K | Buy |
+4,445
| New | +$356K | 0.19% | 59 |
|
|
2023
Q2 | $373K | Buy |
4,365
+87
| +2% | +$7.44K | 0.19% | 60 |
|
|
2023
Q1 | $376K | Buy |
4,278
+23
| +0.5% | +$2.15K | 0.2% | 59 |
|
|
2022
Q4 | $362K | Buy |
4,255
+24
| +0.6% | +$2.04K | 0.2% | 60 |
|
|
2022
Q3 | $334K | Buy |
4,231
+36
| +0.9% | +$3.03K | 0.21% | 57 |
|
|
2022
Q2 | $319K | Buy |
4,195
+36
| +0.9% | +$2.95K | 0.17% | 64 |
|
|
2022
Q1 | $363K | Sell |
4,159
-468
| -10% | -$45.1K | 0.16% | 61 |
|
|
2021
Q4 | $501K | Buy |
4,627
+32
| +0.7% | +$3.19K | 0.24% | 56 |
|
|
2021
Q3 | $447K | Buy |
+4,595
| New | +$455K | 0.24% | 57 |
|
|
2020
Q3 | $257K | Buy |
5,049
+34
| +0.7% | +$1.71K | 0.19% | 67 |
|
|
2020
Q2 | $250K | Buy |
+5,015
| New | +$211K | 0.2% | 66 |
|
|
2020
Q1 | – | Sell |
-4,840
| Closed | -$254K | – | 76 |
|
|
2019
Q4 | $254K | Buy |
+4,840
| New | +$229K | 0.19% | 73 |
|
|
2019
Q3 | – | Sell |
-4,763
| Closed | -$209K | – | 86 |
|
|
2019
Q2 | $209K | Buy |
4,763
+32
| +0.7% | +$1.43K | 0.18% | 76 |
|
|
2019
Q1 | $200K | Buy |
+4,731
| New | +$199K | 0.18% | 79 |
|
|
2018
Q4 | – | Sell |
-4,665
| Closed | -$213K | – | 84 |
|
|
2018
Q3 | $213K | Buy |
4,665
+29
| +0.6% | +$1.42K | 0.2% | 81 |
|
|
2018
Q2 | $220K | Buy |
4,636
+21
| +0.5% | +$1.1K | 0.22% | 79 |
|
|
2018
Q1 | $237K | Buy |
4,615
+20
| +0.4% | +$1.11K | 0.25% | 82 |
|
|
2017
Q4 | $241K | Buy |
+4,595
| New | +$232K | 0.25% | 75 |
|
Other funds holding MS
Bell & Brown Wealth Advisors's MS Position: Q2 2026 in Review
Bell & Brown Wealth Advisors increased its Morgan Stanley (MS) stake by 0.39% in Q2 2026, buying an estimated $3.56K and bringing the position to 4,603 shares worth $962K. The position accounts for 0.29% of the portfolio, ranked #58.
Bell & Brown Wealth Advisors first reported a position in MS in Q4 2017 and has held it in 28 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Bell & Brown Wealth Advisors held 4,603 shares of Morgan Stanley worth $962K as of Q2 2026.
- Bell & Brown Wealth Advisors bought 18 Morgan Stanley shares in Q2 2026, an estimated $3.56K.
- Morgan Stanley made up 0.29% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #58 holding.
- Bell & Brown Wealth Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 28 quarters since.
- 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.