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Brighton Jones LLC’s Morgan Stanley MS Stock Holding History

Brighton Jones LLC’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 		$2.39M Buy
+14,517
New +$2.51M 0.05% 236
2025
Q4 		– Sell
-12,711
Closed -$2.02M – 618
2025
Q3 		$2.02M Buy
12,711
+547
+4% +$80.8K 0.05% 219
2025
Q2 		$1.71M Sell
12,164
-1,218
-9% -$150K 0.05% 216
2025
Q1 		$1.56M Buy
13,382
+600
+5% +$77.3K 0.05% 197
2024
Q4 		$1.61M Buy
12,782
+1,185
+10% +$146K 0.05% 190
2024
Q3 		$1.21M Buy
11,597
+216
+2% +$21.8K 0.05% 196
2024
Q2 		$1.11M Sell
11,381
-266
-2% -$25.3K 0.04% 214
2024
Q1 		$1.1M Buy
11,647
+1,390
+14% +$122K 0.04% 212
2023
Q4 		$956K Sell
10,257
-209
-2% -$16.7K 0.04% 213
2023
Q3 		$855K Buy
10,466
+1,275
+14% +$111K 0.04% 203
2023
Q2 		$785K Buy
9,191
+222
+2% +$19K 0.04% 221
2023
Q1 		$788K Sell
8,969
-821
-8% -$76.6K 0.04% 212
2022
Q4 		$832K Sell
9,790
-1,504
-13% -$128K 0.05% 187
2022
Q3 		$892K Buy
11,294
+872
+8% +$73.5K 0.05% 168
2022
Q2 		$793K Sell
10,422
-108
-1% -$8.85K 0.05% 181
2022
Q1 		$920K Buy
10,530
+1,068
+11% +$103K 0.04% 187
2021
Q4 		$929K Buy
9,462
+1,496
+19% +$149K 0.04% 185
2021
Q3 		$775K Sell
7,966
-1,650
-17% -$163K 0.04% 188
2021
Q2 		$882K Buy
9,616
+582
+6% +$49.9K 0.05% 175
2021
Q1 		$702K Sell
9,034
-148
-2% -$11.3K 0.04% 189
2020
Q4 		$629K Buy
9,182
+1,855
+25% +$106K 0.04% 182
2020
Q3 		$354K Buy
7,327
+1,925
+36% +$97K 0.02% 232
2020
Q2 		$261K Buy
+5,402
New +$227K 0.02% 240
2020
Q1 		– Sell
-5,373
Closed -$275K – 312
2019
Q4 		$275K Buy
+5,373
New +$254K 0.03% 261

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
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 $336B AUM 34.66% 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

Brighton Jones LLC's MS Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Morgan Stanley (MS) in Q1 2026: 14,517 shares worth $2.39M. The stake represents 0.05% of the portfolio and ranks #236 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in MS as recently as Q3 2025.

Brighton Jones LLC first reported a position in MS in Q4 2019 and has held it in 24 quarters since. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Brighton Jones LLC held 14,517 shares of Morgan Stanley worth $2.39M as of Q1 2026.
  • Morgan Stanley was a new Brighton Jones LLC position in Q1 2026.
  • Morgan Stanley made up 0.05% of Brighton Jones LLC's portfolio in Q1 2026, its #236 holding.
  • Brighton Jones LLC first reported a position in Morgan Stanley in Q4 2019 and has held it in 24 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.