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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brentview Investment Management's MS Position: Q1 2026 in Review

Brentview Investment Management increased its Morgan Stanley (MS) stake by 4.3% in Q1 2026, buying an estimated $298K and bringing the position to 41,800 shares worth $6.88M. The position accounts for 2.97% of the portfolio, ranked #8.

Brentview Investment Management first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.11M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Brentview Investment Management held 41,800 shares of Morgan Stanley worth $6.88M as of Q1 2026.
Brentview Investment Management bought 1,723 Morgan Stanley shares in Q1 2026, an estimated $298K.
Morgan Stanley made up 2.97% of Brentview Investment Management's portfolio in Q1 2026, its #8 holding.
Brentview Investment Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
Brentview Investment Management's Morgan Stanley position peaked at $7.11M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Brentview Investment Management's 13F filing for Q1 2026, filed 14 May 2026.