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Bragg Financial Advisors’s Morgan Stanley MS Stock Holding History

Bragg Financial 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 		$398K Buy
2,417
+65
+3% +$11.3K 0.01% 299
2025
Q4 		$418K Sell
2,352
-126
-5% -$21K 0.01% 291
2025
Q3 		$394K Sell
2,478
-75
-3% -$11.1K 0.01% 291
2025
Q2 		$360K Sell
2,553
-40
-2% -$4.91K 0.01% 296
2025
Q1 		$303K Buy
2,593
+2
+0.1% +$258 0.01% 294
2024
Q4 		$326K Buy
2,591
+70
+3% +$8.62K 0.01% 291
2024
Q3 		$263K Hold
2,521
– – 0.01% 299
2024
Q2 		$245K Hold
2,521
– – 0.01% 298
2024
Q1 		$237K Hold
2,521
– – 0.01% 308
2023
Q4 		$235K Sell
2,521
-300
-11% -$24K 0.01% 301
2023
Q3 		$230K Hold
2,821
– – 0.01% 301
2023
Q2 		$241K Sell
2,821
-366
-11% -$31.3K 0.01% 302
2023
Q1 		$280K Hold
3,187
– – 0.02% 283
2022
Q4 		$271K Sell
3,187
-8
-0.3% -$682 0.02% 281
2022
Q3 		$252K Sell
3,195
-52
-2% -$4.38K 0.02% 273
2022
Q2 		$247K Sell
3,247
-82
-2% -$6.72K 0.02% 282
2022
Q1 		$291K Hold
3,329
– – 0.02% 278
2021
Q4 		$324K Hold
3,329
– – 0.02% 264
2021
Q3 		$324K Hold
3,329
– – 0.02% 264
2021
Q2 		$305K Buy
3,329
+544
+20% +$46.6K 0.02% 272
2021
Q1 		$216K Buy
+2,785
New +$213K 0.01% 284

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

Bragg Financial Advisors's MS Position: Q1 2026 in Review

Bragg Financial Advisors increased its Morgan Stanley (MS) stake by 2.8% in Q1 2026, buying an estimated $11.3K and bringing the position to 2,417 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #299.

Bragg Financial Advisors first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $418K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Bragg Financial Advisors held 2,417 shares of Morgan Stanley worth $398K as of Q1 2026.
  • Bragg Financial Advisors bought 65 Morgan Stanley shares in Q1 2026, an estimated $11.3K.
  • Morgan Stanley made up 0.01% of Bragg Financial Advisors's portfolio in Q1 2026, its #299 holding.
  • Bragg Financial Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
  • Bragg Financial Advisors's Morgan Stanley position peaked at $418K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.