BIM
MS icon

Bridges Investment Management’s Morgan Stanley MS Stock Holding History

Bridges 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 		$438K Buy
2,097
+764
+57% +$151K 0.01% 323
2026
Q1 		$219K Sell
1,333
-46
-3% -$7.96K ﹤0.01% 380
2025
Q4 		$245K Buy
+1,379
New +$230K ﹤0.01% 377

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 $3.38T AUM 44.17% 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

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

Bridges Investment Management increased its Morgan Stanley (MS) stake by 57% in Q2 2026, buying an estimated $151K and bringing the position to 2,097 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #323.

Bridges Investment Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bridges Investment Management held 2,097 shares of Morgan Stanley worth $438K as of Q2 2026.
  • Bridges Investment Management bought 764 Morgan Stanley shares in Q2 2026, an estimated $151K.
  • Morgan Stanley made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #323 holding.
  • Bridges Investment Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.