Brinker Capital Investments’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.5M | Buy |
88,496
+1,153
| +1% | +$228K | 0.14% | 126 |
|
|
2026
Q1 | $14.4M | Sell |
87,343
-5,791
| -6% | -$1M | 0.12% | 147 |
|
|
2025
Q4 | $16.5M | Buy |
93,134
+3,569
| +4% | +$595K | 0.12% | 149 |
|
|
2025
Q3 | $14.2M | Buy |
89,565
+3,981
| +5% | +$588K | 0.11% | 162 |
|
|
2025
Q2 | $12.1M | Sell |
85,584
-834
| -1% | -$102K | 0.1% | 181 |
|
|
2025
Q1 | $10.1M | Sell |
86,418
-2,079
| -2% | -$268K | 0.1% | 198 |
|
|
2024
Q4 | $11.1M | Sell |
88,497
-939
| -1% | -$116K | 0.11% | 168 |
|
|
2024
Q3 | $9.32M | Sell |
89,436
-2,728
| -3% | -$275K | 0.09% | 214 |
|
|
2024
Q2 | $8.96M | Sell |
92,164
-1,280
| -1% | -$122K | 0.09% | 206 |
|
|
2024
Q1 | $8.8M | Sell |
93,444
-61
| -0.1% | -$5.37K | 0.09% | 220 |
|
|
2023
Q4 | $8.74M | Sell |
93,505
-5,203
| -5% | -$416K | 0.1% | 195 |
|
|
2023
Q3 | $8.06M | Sell |
98,708
-13,094
| -12% | -$1.14M | 0.1% | 204 |
|
|
2023
Q2 | $9.55M | Sell |
111,802
-6,670
| -6% | -$570K | 0.1% | 194 |
|
|
2023
Q1 | $10.4M | Buy |
118,472
+15,867
| +15% | +$1.48M | 0.13% | 149 |
|
|
2022
Q4 | $8.72M | Buy |
102,605
+2,530
| +3% | +$216K | 0.17% | 120 |
|
|
2022
Q3 | $7.91M | Buy |
100,075
+534
| +0.5% | +$45K | 0.16% | 126 |
|
|
2022
Q2 | $7.57M | Sell |
99,541
-20,678
| -17% | -$1.69M | 0.14% | 147 |
|
|
2022
Q1 | $10.5M | Sell |
120,219
-1,292
| -1% | -$125K | 0.16% | 135 |
|
|
2021
Q4 | $11.9M | Sell |
121,511
-10,286
| -8% | -$1.02M | 0.17% | 127 |
|
|
2021
Q3 | $12.1M | Hold |
131,797
| – | – | 0.19% | 108 |
|
|
2021
Q2 | $12.1M | Buy |
131,797
+54,424
| +70% | +$4.67M | 0.16% | 140 |
|
|
2021
Q1 | $6.01M | Buy |
77,373
+70,349
| +1,002% | +$5.39M | 0.09% | 230 |
|
|
2020
Q4 | $481K | Sell |
7,024
-37,170
| -84% | -$2.13M | 0.01% | 846 |
|
|
2020
Q3 | $2.14M | Buy |
+44,194
| New | +$2.23M | 0.04% | 450 |
|
|
2020
Q1 | – | Sell |
-586
| Closed | -$30K | – | 582 |
|
|
2019
Q4 | $30K | Hold |
586
| – | – | ﹤0.01% | 465 |
|
|
2019
Q3 | $25K | Hold |
586
| – | – | ﹤0.01% | 487 |
|
|
2019
Q2 | $26K | Buy |
586
+484
| +475% | +$21.6K | ﹤0.01% | 668 |
|
|
2019
Q1 | $4K | Hold |
102
| – | – | ﹤0.01% | 736 |
|
|
2018
Q4 | $4K | Hold |
102
| – | – | ﹤0.01% | 576 |
|
|
2018
Q3 | $5K | Buy |
+102
| New | +$4.98K | ﹤0.01% | 527 |
|
|
2016
Q4 | – | Sell |
-15
| Closed | – | – | 588 |
|
|
2016
Q3 | $0 | Buy |
+15
| New | +$447 | ﹤0.01% | 579 |
|
|
2016
Q1 | – | Sell |
-33
| Closed | -$1K | – | 592 |
|
|
2015
Q4 | $1K | Buy |
33
+20
| +154% | +$665 | ﹤0.01% | 526 |
|
|
2015
Q3 | $0 | Buy |
+13
| New | +$473 | ﹤0.01% | 500 |
|
|
2015
Q2 | – | Sell |
-778
| Closed | -$28K | – | 438 |
|
|
2015
Q1 | $28K | Buy |
+778
| New | +$27.9K | ﹤0.01% | 325 |
|
Other funds holding MS
Brinker Capital Investments's MS Position: Q2 2026 in Review
Brinker Capital Investments increased its Morgan Stanley (MS) stake by 1.3% in Q2 2026, buying an estimated $228K and bringing the position to 88,496 shares worth $18.5M. The position accounts for 0.14% of the portfolio, ranked #126.
Brinker Capital Investments first reported a position in MS in Q1 2015 and has held it in 34 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Brinker Capital Investments held 88,496 shares of Morgan Stanley worth $18.5M as of Q2 2026.
- Brinker Capital Investments bought 1,153 Morgan Stanley shares in Q2 2026, an estimated $228K.
- Morgan Stanley made up 0.14% of Brinker Capital Investments's portfolio in Q2 2026, its #126 holding.
- Brinker Capital Investments first reported a position in Morgan Stanley in Q1 2015 and has held it in 34 quarters since.
- 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.