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Brave Asset Management’s Morgan Stanley MS Stock Holding History

Brave Asset 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
Q2 		$355K Hold
1,700
– – 0.08% 108
2026
Q1 		$280K Hold
1,700
– – 0.07% 129
2025
Q4 		$302K Hold
1,700
– – 0.07% 118
2025
Q3 		$270K Hold
1,700
– – 0.07% 126
2025
Q2 		$239K Buy
+1,700
New +$209K 0.06% 124
2025
Q1 		– Sell
-1,700
Closed -$214K – 170
2024
Q4 		$214K Buy
+1,700
New +$209K 0.07% 129
2024
Q1 		– Sell
-2,209
Closed -$206K – 169
2023
Q4 		$206K Buy
+2,209
New +$177K 0.06% 127
2022
Q1 		– Sell
-2,160
Closed -$212K – 164
2021
Q4 		$212K Buy
2,160
+60
+3% +$5.98K 0.06% 133
2021
Q3 		$204K Buy
+2,100
New +$208K 0.06% 132
2018
Q2 		– Sell
-4,100
Closed -$221K – 165
2018
Q1 		$221K Hold
4,100
– – 0.13% 121
2017
Q4 		$215K Buy
+4,100
New +$207K 0.11% 129
2017
Q1 		– Sell
-5,700
Closed -$241K – 182
2016
Q4 		$241K Hold
5,700
– – 0.15% 116
2016
Q3 		$183K Sell
5,700
-700
-11% -$20.9K 0.12% 132
2016
Q2 		$166K Sell
6,400
-1,000
-14% -$26.2K 0.11% 138
2016
Q1 		$185K Buy
7,400
+600
+9% +$15.3K 0.13% 138
2015
Q4 		$216K Sell
6,800
-150
-2% -$4.98K 0.15% 127
2015
Q3 		$219K Hold
6,950
– – 0.17% 119
2015
Q2 		$270K Buy
6,950
+1,200
+21% +$45.7K 0.19% 109
2015
Q1 		$205K Hold
5,750
– – 0.14% 123
2014
Q4 		$223K Hold
5,750
– – 0.16% 114
2014
Q3 		$199K Hold
5,750
– – 0.15% 122
2014
Q2 		$186K Hold
5,750
– – 0.13% 126
2014
Q1 		$179K Hold
5,750
– – 0.14% 118
2013
Q4 		$180K Buy
+5,750
New +$171K 0.14% 114

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

Brave Asset Management's MS Position: Q2 2026 in Review

Brave Asset Management held its Morgan Stanley (MS) position steady in Q2 2026 at 1,700 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #108.

Brave Asset Management first reported a position in MS in Q4 2013 and has held it in 24 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Brave Asset Management held 1,700 shares of Morgan Stanley worth $355K as of Q2 2026.
  • Brave Asset Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.08% of Brave Asset Management's portfolio in Q2 2026, its #108 holding.
  • Brave Asset Management first reported a position in Morgan Stanley in Q4 2013 and has held it in 24 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.