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Brentview Investment Management’s Morgan Stanley MS Stock Holding History

Brentview Investment 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 		$7.3M Sell
34,925
-6,875
-16% -$1.36M 2.89% 11
2026
Q1 		$6.88M Buy
41,800
+1,723
+4% +$298K 2.97% 8
2025
Q4 		$7.11M Buy
40,077
+253
+0.6% +$42.2K 3.22% 7
2025
Q3 		$6.33M Buy
39,824
+1,361
+4% +$201K 2.88% 8
2025
Q2 		$5.42M Sell
38,463
-703
-2% -$86.3K 2.74% 11
2025
Q1 		$4.57M Buy
39,166
+2,012
+5% +$259K 2.43% 15
2024
Q4 		$4.67M Buy
+37,154
New +$4.58M 2.65% 13

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

Brentview Investment Management's MS Position: Q2 2026 in Review

Brentview Investment Management reduced its Morgan Stanley (MS) stake by 16% in Q2 2026, selling an estimated $1.36M and leaving 34,925 shares worth $7.3M. The position accounts for 2.89% of the portfolio, ranked #11.

Brentview Investment Management first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Brentview Investment Management held 34,925 shares of Morgan Stanley worth $7.3M as of Q2 2026.
  • Brentview Investment Management sold 6,875 Morgan Stanley shares in Q2 2026, an estimated $1.36M.
  • Morgan Stanley made up 2.89% of Brentview Investment Management's portfolio in Q2 2026, its #11 holding.
  • Brentview Investment Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Brentview Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.