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Bleakley Financial Group’s Morgan Stanley MS Stock Holding History

Bleakley Financial Group’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 		$8.14M Buy
38,933
+4,508
+13% +$893K 0.1% 153
2026
Q1 		$5.67M Buy
34,425
+873
+3% +$151K 0.09% 191
2025
Q4 		$5.96M Buy
33,552
+4,532
+16% +$756K 0.1% 164
2025
Q3 		$4.61M Sell
29,020
-1,423
-5% -$210K 0.11% 165
2025
Q2 		$4.29M Buy
30,443
+1,593
+6% +$196K 0.11% 165
2025
Q1 		$3.37M Buy
28,850
+397
+1% +$51.2K 0.11% 173
2024
Q4 		$3.58M Buy
28,453
+910
+3% +$112K 0.11% 162
2024
Q3 		$2.87M Buy
27,543
+3,042
+12% +$306K 0.09% 192
2024
Q2 		$2.38M Buy
24,501
+926
+4% +$88.1K 0.07% 252
2024
Q1 		$2.22M Buy
23,575
+473
+2% +$41.7K 0.06% 277
2023
Q4 		$2.15M Sell
23,102
-2,765
-11% -$221K 0.07% 265
2023
Q3 		$2.11M Sell
25,867
-646
-2% -$56.1K 0.07% 242
2023
Q2 		$2.26M Sell
26,513
-1,724
-6% -$147K 0.07% 243
2023
Q1 		$2.48M Buy
28,237
+7,063
+33% +$659K 0.08% 210
2022
Q4 		$1.8M Buy
+21,174
New +$1.8M 0.06% 266

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 $3.37T AUM 44.26% 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

Bleakley Financial Group's MS Position: Q2 2026 in Review

Bleakley Financial Group increased its Morgan Stanley (MS) stake by 13% in Q2 2026, buying an estimated $893K and bringing the position to 38,933 shares worth $8.14M. The position accounts for 0.1% of the portfolio, ranked #153.

Bleakley Financial Group first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bleakley Financial Group held 38,933 shares of Morgan Stanley worth $8.14M as of Q2 2026.
  • Bleakley Financial Group bought 4,508 Morgan Stanley shares in Q2 2026, an estimated $893K.
  • Morgan Stanley made up 0.1% of Bleakley Financial Group's portfolio in Q2 2026, its #153 holding.
  • Bleakley Financial Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.