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Brasada Capital Management’s Morgan Stanley MS Stock Holding History

Brasada Capital Management’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 		$5.85M Buy
35,100
+61
+0.2% +$10.6K 1.07% 32
2025
Q4 		$6.37M Buy
35,039
+1,047
+3% +$175K 1.08% 31
2025
Q3 		$5.28M Buy
33,992
+1,007
+3% +$149K 0.89% 37
2025
Q2 		$4.75M Buy
32,985
+551
+2% +$67.7K 0.81% 41
2025
Q1 		$3.25M Sell
32,434
-171
-0.5% -$22K 0.65% 51
2024
Q4 		$4.04M Buy
32,605
+1,797
+6% +$221K 0.71% 47
2024
Q3 		$3.22M Sell
30,808
-8,275
-21% -$833K 0.56% 59
2024
Q2 		$4.02M Buy
39,083
+10,664
+38% +$1.02M 0.7% 47
2024
Q1 		$2.68M Buy
28,419
+333
+1% +$29.3K 0.47% 66
2023
Q4 		$2.62M Buy
28,086
+5,841
+26% +$467K 0.51% 56
2023
Q3 		$1.78M Buy
22,245
+2,339
+12% +$203K 0.41% 63
2023
Q2 		$1.7M Sell
19,906
-222
-1% -$19K 0.37% 66
2023
Q1 		$1.77M Buy
20,128
+1,297
+7% +$121K 0.39% 62
2022
Q4 		$1.6M Buy
18,831
+193
+1% +$16.4K 0.37% 64
2022
Q3 		$1.47M Sell
18,638
-7,473
-29% -$630K 0.35% 68
2022
Q2 		$1.99M Buy
26,111
+7,945
+44% +$651K 0.45% 58
2022
Q1 		$1.59M Buy
18,166
+1,461
+9% +$141K 0.3% 74
2021
Q4 		$1.65M Buy
16,705
+2,248
+16% +$224K 0.31% 76
2021
Q3 		$1.41M Buy
14,457
+255
+2% +$25.3K 0.28% 73
2021
Q2 		$1.3M Buy
14,202
+757
+6% +$64.9K 0.26% 78
2021
Q1 		$1.04M Buy
13,445
+1,410
+12% +$108K 0.23% 88
2020
Q4 		$825K Buy
+12,035
New +$691K 0.19% 95
2019
Q2 		– Sell
-4,500
Closed -$190K – 167
2019
Q1 		$190K Buy
+4,500
New +$189K 0.06% 152
2018
Q4 		– Sell
-207
Closed -$10K – 345
2018
Q3 		$10K Buy
+207
New +$10.1K ﹤0.01% 288

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

Brasada Capital Management's MS Position: Q1 2026 in Review

Brasada Capital Management increased its Morgan Stanley (MS) stake by 0.17% in Q1 2026, buying an estimated $10.6K and bringing the position to 35,100 shares worth $5.85M. The position accounts for 1.07% of the portfolio, ranked #32.

Brasada Capital Management first reported a position in MS in Q3 2018 and has held it in 24 quarters since. The position peaked at $6.37M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Brasada Capital Management held 35,100 shares of Morgan Stanley worth $5.85M as of Q1 2026.
  • Brasada Capital Management bought 61 Morgan Stanley shares in Q1 2026, an estimated $10.6K.
  • Morgan Stanley made up 1.07% of Brasada Capital Management's portfolio in Q1 2026, its #32 holding.
  • Brasada Capital Management first reported a position in Morgan Stanley in Q3 2018 and has held it in 24 quarters since.
  • Brasada Capital Management's Morgan Stanley position peaked at $6.37M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Brasada Capital Management's 13F filing for Q1 2026, filed 15 May 2026.