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Bell & Brown Wealth Advisors’s Morgan Stanley MS Stock Holding History

Bell & Brown Wealth Advisors’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 		$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

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

Bell & Brown Wealth Advisors's MS Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Morgan Stanley (MS) stake by 0.42% in Q1 2026, buying an estimated $3.29K and bringing the position to 4,585 shares worth $755K. The position accounts for 0.24% of the portfolio, ranked #57.

Bell & Brown Wealth Advisors first reported a position in MS in Q4 2017 and has held it in 27 quarters since. The position peaked at $811K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Bell & Brown Wealth Advisors held 4,585 shares of Morgan Stanley worth $755K as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 19 Morgan Stanley shares in Q1 2026, an estimated $3.29K.
  • Morgan Stanley made up 0.24% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #57 holding.
  • Bell & Brown Wealth Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 27 quarters since.
  • Bell & Brown Wealth Advisors's Morgan Stanley position peaked at $811K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.