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Brio Consultants’s Morgan Stanley MS Stock Holding History

Brio Consultants’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 		$211K Sell
1,010
-155
-13% -$30.7K 0.02% 153
2026
Q1 		$220K Buy
+1,165
New +$202K 0.03% 141

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

Brio Consultants's MS Position: Q2 2026 in Review

Brio Consultants reduced its Morgan Stanley (MS) stake by 13% in Q2 2026, selling an estimated $30.7K and leaving 1,010 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #153.

Brio Consultants first reported a position in MS in Q1 2026 and has held it in 2 quarters since. The position peaked at $220K in Q1 2026. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Brio Consultants held 1,010 shares of Morgan Stanley worth $211K as of Q2 2026.
  • Brio Consultants sold 155 Morgan Stanley shares in Q2 2026, an estimated $30.7K.
  • Morgan Stanley made up 0.02% of Brio Consultants's portfolio in Q2 2026, its #153 holding.
  • Brio Consultants first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • Brio Consultants's Morgan Stanley position peaked at $220K in Q1 2026.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.