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Bradley Foster & Sargent’s Morgan Stanley MS Stock Holding History

Bradley Foster & Sargent’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 		$3.7M Buy
17,684
+99
+0.6% +$19.6K 0.05% 184
2026
Q1 		$2.89M Buy
17,585
+173
+1% +$30K 0.05% 190
2025
Q4 		$3.09M Sell
17,412
-2
-0% -$334 0.05% 183
2025
Q3 		$2.77M Buy
17,414
+353
+2% +$52.1K 0.04% 195
2025
Q2 		$2.4M Sell
17,061
-86
-0.5% -$10.6K 0.04% 204
2025
Q1 		$2M Sell
17,147
-26
-0.2% -$3.35K 0.03% 198
2024
Q4 		$2.16M Buy
17,173
+131
+0.8% +$16.1K 0.04% 200
2024
Q3 		$1.78M Buy
17,042
+1
+0% +$101 0.03% 215
2024
Q2 		$1.66M Hold
17,041
– – 0.03% 210
2024
Q1 		$1.6M Sell
17,041
-786
-4% -$69.2K 0.03% 225
2023
Q4 		$1.66M Buy
17,827
+1,836
+11% +$147K 0.03% 223
2023
Q3 		$1.37M Hold
15,991
– – 0.03% 242
2023
Q2 		$1.37M Buy
15,991
+600
+4% +$51.3K 0.03% 242
2023
Q1 		$1.35M Hold
15,391
– – 0.03% 220
2022
Q4 		$1.31M Sell
15,391
-132
-0.9% -$11.3K 0.03% 220
2022
Q3 		$1.23M Sell
15,523
-111
-0.7% -$9.36K 0.03% 208
2022
Q2 		$1.19M Buy
15,634
+219
+1% +$17.9K 0.03% 220
2022
Q1 		$1.35M Buy
15,415
+5,241
+52% +$506K 0.03% 234
2021
Q4 		$999K Buy
10,174
+533
+6% +$53.1K 0.02% 252
2021
Q3 		$938K Buy
9,641
+182
+2% +$18K 0.02% 240
2021
Q2 		$867K Buy
9,459
+50
+0.5% +$4.29K 0.02% 250
2021
Q1 		$731K Buy
+9,409
New +$721K 0.02% 256

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

Bradley Foster & Sargent's MS Position: Q2 2026 in Review

Bradley Foster & Sargent increased its Morgan Stanley (MS) stake by 0.56% in Q2 2026, buying an estimated $19.6K and bringing the position to 17,684 shares worth $3.7M. The position accounts for 0.05% of the portfolio, ranked #184.

Bradley Foster & Sargent first reported a position in MS in Q1 2021 and has held it in 22 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bradley Foster & Sargent held 17,684 shares of Morgan Stanley worth $3.7M as of Q2 2026.
  • Bradley Foster & Sargent bought 99 Morgan Stanley shares in Q2 2026, an estimated $19.6K.
  • Morgan Stanley made up 0.05% of Bradley Foster & Sargent's portfolio in Q2 2026, its #184 holding.
  • Bradley Foster & Sargent first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.