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Bridgewater Advisors’s Morgan Stanley MS Stock Holding History

Bridgewater Advisors’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 		$1.62M Buy
8,367
+2,035
+32% +$352K 0.1% 97
2025
Q4 		$1.16M Buy
6,332
+54
+0.9% +$9.01K 0.08% 122
2025
Q3 		$1.02M Buy
6,278
+65
+1% +$9.6K 0.07% 124
2025
Q2 		$892K Buy
6,213
+104
+2% +$12.8K 0.07% 150
2025
Q1 		$710K Buy
+6,109
New +$787K 0.06% 165

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bridgewater Advisors's MS Position: Q1 2026 in Review

Bridgewater Advisors increased its Morgan Stanley (MS) stake by 32% in Q1 2026, buying an estimated $352K and bringing the position to 8,367 shares worth $1.62M. The position accounts for 0.1% of the portfolio, ranked #97.

Bridgewater Advisors first reported a position in MS in Q1 2025 and has held it in 5 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Bridgewater Advisors held 8,367 shares of Morgan Stanley worth $1.62M as of Q1 2026.
  • Bridgewater Advisors bought 2,035 Morgan Stanley shares in Q1 2026, an estimated $352K.
  • Morgan Stanley made up 0.1% of Bridgewater Advisors's portfolio in Q1 2026, its #97 holding.
  • Bridgewater Advisors first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.