Bridgefront Capital’s Morgan Stanley MS Stock Holding History

Bridgefront Capital’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	–	Sell	-8,559	Closed	-$1.52M	–	686
2025 Q4	$1.52M	Buy	+8,559	New	+$1.43M	0.38%	69
2025 Q2	–	Sell	-5,949	Closed	-$694K	–	761
2025 Q1	$694K	Buy	+5,949	New	+$767K	0.2%	168
2024 Q1	–	Sell	-6,088	Closed	-$568K	–	501
2023 Q4	$568K	Buy	+6,088	New	+$487K	0.43%	64
2023 Q3	–	Sell	-5,075	Closed	-$433K	–	534
2023 Q2	$433K	Buy	+5,075	New	+$434K	0.23%	151
2023 Q1	–	Sell	-3,852	Closed	-$327K	–	521
2022 Q4	$327K	Buy	+3,852	New	+$328K	0.23%	187
2022 Q3	–	Sell	-8,080	Closed	-$615K	–	410
2022 Q2	$615K	Sell	8,080 -390	-5%	-$31.9K	0.68%	15
2022 Q1	$740K	Buy	8,470 +4,893	+137%	+$472K	0.91%	16
2021 Q4	$351K	Sell	3,577 -2,875	-45%	-$286K	0.34%	111
2021 Q3	$628K	Buy	+6,452	New	+$639K	0.66%	19
2021 Q2	–	Sell	-10,088	Closed	-$783K	–	793
2021 Q1	$783K	Buy	+10,088	New	+$773K	0.24%	103

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

Bridgefront Capital's MS Position: Q1 2026 in Review

Bridgefront Capital sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 8,559 shares — an estimated $1.52M sold.

Bridgefront Capital first reported a position in MS in Q1 2021 and held it in 10 quarters. The position peaked at $1.52M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Bridgefront Capital reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Bridgefront Capital sold 8,559 Morgan Stanley shares in Q1 2026, an estimated $1.52M.
Bridgefront Capital first reported a position in Morgan Stanley in Q1 2021 and held it in 10 quarters.
Bridgefront Capital's Morgan Stanley position peaked at $1.52M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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