BCP
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Berkeley Capital Partners’s Morgan Stanley MS Stock Holding History

Berkeley Capital Partners’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 		$1.59M Buy
9,646
+5,531
+134% +$958K 0.37% 57
2025
Q4 		$731K Buy
4,115
+1,522
+59% +$254K 0.17% 108
2025
Q3 		$412K Buy
2,593
+27
+1% +$3.99K 0.1% 134
2025
Q2 		$361K Buy
2,566
+101
+4% +$12.4K 0.09% 135
2025
Q1 		$288K Sell
2,465
-390
-14% -$50.3K 0.08% 141
2024
Q4 		$359K Sell
2,855
-12,336
-81% -$1.52M 0.1% 143
2024
Q3 		$1.58M Buy
15,191
+1,346
+10% +$136K 0.45% 43
2024
Q2 		$1.35M Sell
13,845
-304
-2% -$28.9K 0.41% 46
2024
Q1 		$1.33M Buy
14,149
+1,901
+16% +$167K 0.41% 47
2023
Q4 		$1.14M Sell
12,248
-1,370
-10% -$110K 0.38% 49
2023
Q3 		$1.11M Sell
13,618
-348
-2% -$30.2K 0.4% 50
2023
Q2 		$1.19M Buy
13,966
+2,604
+23% +$223K 0.42% 45
2023
Q1 		$998K Sell
11,362
-391
-3% -$36.5K 0.37% 52
2022
Q4 		$999K Buy
11,753
+441
+4% +$37.6K 0.39% 53
2022
Q3 		$894K Buy
11,312
+1,211
+12% +$102K 0.39% 52
2022
Q2 		$768K Buy
10,101
+2,238
+28% +$183K 0.32% 60
2022
Q1 		$687K Buy
7,863
+4,819
+158% +$465K 0.27% 74
2021
Q4 		$299K Buy
3,044
+397
+15% +$39.5K 0.12% 111
2021
Q3 		$258K Sell
2,647
-409
-13% -$40.5K 0.12% 112
2021
Q2 		$280K Sell
3,056
-67
-2% -$5.75K 0.12% 107
2021
Q1 		$243K Buy
+3,123
New +$239K 0.12% 109

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

Berkeley Capital Partners's MS Position: Q1 2026 in Review

Berkeley Capital Partners increased its Morgan Stanley (MS) stake by 134% in Q1 2026, buying an estimated $958K and bringing the position to 9,646 shares worth $1.59M. The position accounts for 0.37% of the portfolio, ranked #57.

Berkeley Capital Partners first reported a position in MS in Q1 2021 and has held it in 21 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Berkeley Capital Partners held 9,646 shares of Morgan Stanley worth $1.59M as of Q1 2026.
  • Berkeley Capital Partners bought 5,531 Morgan Stanley shares in Q1 2026, an estimated $958K.
  • Morgan Stanley made up 0.37% of Berkeley Capital Partners's portfolio in Q1 2026, its #57 holding.
  • Berkeley Capital Partners first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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