Bridger Management’s Morgan Stanley MS Stock Holding History

Bridger 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	$18.5M	Sell	112,293 -24,400	-18%	-$4.22M	14.44%	1
2025 Q4	$24.3M	Sell	136,693 -17,000	-11%	-$2.84M	15.6%	1
2025 Q3	$24.4M	Hold	153,693	–	–	13.16%	1
2025 Q2	$21.6M	Sell	153,693 -34,021	-18%	-$4.18M	12.77%	1
2025 Q1	$21.9M	Hold	187,714	–	–	10.89%	1
2024 Q4	$23.6M	Hold	187,714	–	–	12.68%	1
2024 Q3	$19.6M	Hold	187,714	–	–	9.79%	2
2024 Q2	$18.2M	Hold	187,714	–	–	9.39%	4
2024 Q1	$17.7M	Buy	187,714 +5,800	+3%	+$511K	7.97%	4
2023 Q4	$17M	Hold	181,914	–	–	6.5%	5
2023 Q3	$14.9M	Hold	181,914	–	–	5.44%	8
2023 Q2	$15.5M	Sell	181,914 -62,400	-26%	-$5.34M	5.15%	6
2023 Q1	$21.5M	Sell	244,314 -97,900	-29%	-$9.14M	7.98%	5
2022 Q4	$29.1M	Hold	342,214	–	–	11.75%	2
2022 Q3	$27M	Hold	342,214	–	–	8.18%	2
2022 Q2	$26M	Sell	342,214 -32,378	-9%	-$2.65M	5.87%	4
2022 Q1	$32.7M	Sell	374,592 -41,800	-10%	-$4.03M	5.37%	3
2021 Q4	$40.9M	Hold	416,392	–	–	5.28%	3
2021 Q3	$40.5M	Sell	416,392 -167,700	-29%	-$16.6M	4.74%	6
2021 Q2	$53.6M	Hold	584,092	–	–	5%	3
2021 Q1	$45.4M	Sell	584,092 -69,438	-11%	-$5.32M	4.24%	7
2020 Q4	$44.8M	Sell	653,530 -163,500	-20%	-$9.38M	3.42%	12
2020 Q3	$39.5M	Hold	817,030	–	–	3.16%	12
2020 Q2	$39.5M	Sell	817,030 -156,431	-16%	-$6.57M	3.65%	11
2020 Q1	$33.1M	Hold	973,461	–	–	3.83%	11
2019 Q4	$49.8M	Sell	973,461 -291,027	-23%	-$13.8M	3.59%	10
2019 Q3	$54M	Hold	1,264,488	–	–	4.46%	8
2019 Q2	$55.4M	Hold	1,264,488	–	–	4.35%	8
2019 Q1	$53.4M	Sell	1,264,488 -98,819	-7%	-$4.16M	4.22%	9
2018 Q4	$54.1M	Buy	1,363,307 +220,198	+19%	+$9.61M	4.51%	6
2018 Q3	$53.2M	Hold	1,143,109	–	–	3.08%	18
2018 Q2	$54.2M	Buy	1,143,109 +66,300	+6%	+$3.46M	2.94%	17
2018 Q1	$58.1M	Sell	1,076,809 -133,550	-11%	-$7.39M	3.52%	12
2017 Q4	$63.5M	Hold	1,210,359	–	–	4.19%	9
2017 Q3	$58.3M	Hold	1,210,359	–	–	3.49%	13
2017 Q2	$53.9M	Buy	1,210,359 +300,000	+33%	+$12.9M	3.08%	13
2017 Q1	$39M	Buy	+910,359	New	+$40.4M	2.23%	22
2015 Q2	–	Sell	-2,000,000	Closed	-$71.4M	–	48
2015 Q1	$71.4M	Hold	2,000,000	–	–	4.77%	4
2014 Q4	$77.6M	Hold	2,000,000	–	–	4.89%	4
2014 Q3	$69.1M	Hold	2,000,000	–	–	4.71%	2
2014 Q2	$64.7M	Sell	2,000,000 -310,500	-13%	-$9.57M	4.55%	4
2014 Q1	$72M	Hold	2,310,500	–	–	4.81%	2
2013 Q4	$72.5M	Sell	2,310,500 -139,500	-6%	-$4.15M	5.07%	2
2013 Q3	$66M	Hold	2,450,000	–	–	4.73%	5
2013 Q2	$59.9M	Buy	+2,450,000	New	+$58.1M	4.4%	5

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

Bridger Management's MS Position: Q1 2026 in Review

Bridger Management reduced its Morgan Stanley (MS) stake by 18% in Q1 2026, selling an estimated $4.22M and leaving 112,293 shares worth $18.5M. The position accounts for 14.44% of the portfolio, ranked #1.

Bridger Management first reported a position in MS in Q2 2013 and has held it in 45 quarters since. The position peaked at $77.6M in Q4 2014. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Bridger Management held 112,293 shares of Morgan Stanley worth $18.5M as of Q1 2026.
Bridger Management sold 24,400 Morgan Stanley shares in Q1 2026, an estimated $4.22M.
Morgan Stanley made up 14.44% of Bridger Management's portfolio in Q1 2026, its #1 holding.
Bridger Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 45 quarters since.
Bridger Management's Morgan Stanley position peaked at $77.6M in Q4 2014.
2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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