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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
Q2 		$1.77M Sell
8,360
-7
-0.1% -$1.39K 0.1% 104
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bridgewater Advisors's MS Position: Q2 2026 in Review

Bridgewater Advisors reduced its Morgan Stanley (MS) stake by 0.08% in Q2 2026, selling an estimated $1.39K and leaving 8,360 shares worth $1.77M. The position accounts for 0.1% of the portfolio, ranked #104.

Bridgewater Advisors first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bridgewater Advisors held 8,360 shares of Morgan Stanley worth $1.77M as of Q2 2026.
  • Bridgewater Advisors sold 7 Morgan Stanley shares in Q2 2026, an estimated $1.39K.
  • Morgan Stanley made up 0.1% of Bridgewater Advisors's portfolio in Q2 2026, its #104 holding.
  • Bridgewater Advisors first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.