BRCM
MS icon

Bright Rock Capital Management’s Morgan Stanley MS Stock Holding History

Bright Rock Capital 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 		$6.48M Hold
31,000
– – 1.3% 32
2026
Q1 		$5.1M Buy
31,000
+15,000
+94% +$2.6M 1.01% 36
2025
Q4 		$2.84M Buy
+16,000
New +$2.67M 0.56% 54

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OIAM
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New York State Teachers Retirement System (NYSTRS)
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Swedbank
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AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bright Rock Capital Management's MS Position: Q2 2026 in Review

Bright Rock Capital Management held its Morgan Stanley (MS) position steady in Q2 2026 at 31,000 shares worth $6.48M. The position accounts for 1.3% of the portfolio, ranked #32.

Bright Rock Capital Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 898 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bright Rock Capital Management held 31,000 shares of Morgan Stanley worth $6.48M as of Q2 2026.
  • Bright Rock Capital Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 1.3% of Bright Rock Capital Management's portfolio in Q2 2026, its #32 holding.
  • Bright Rock Capital Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 898 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bright Rock Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.