Broadleaf Partners’s Morgan Stanley MS Stock Holding History

Broadleaf Partners’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	$447K	Hold	2,719	–	–	0.1%	57
2025 Q4	$483K	Hold	2,719	–	–	0.1%	56
2025 Q3	$432K	Hold	2,719	–	–	0.09%	56
2025 Q2	$383K	Hold	2,719	–	–	0.08%	62
2025 Q1	$317K	Hold	2,719	–	–	0.08%	67
2024 Q4	$342K	Hold	2,719	–	–	0.08%	62
2024 Q3	$283K	Hold	2,719	–	–	0.07%	73
2024 Q2	$264K	Hold	2,719	–	–	0.06%	70
2024 Q1	$256K	Hold	2,719	–	–	0.07%	73
2023 Q4	$254K	Hold	2,719	–	–	0.07%	73
2023 Q3	$222K	Hold	2,719	–	–	0.07%	66
2023 Q2	$232K	Hold	2,719	–	–	0.08%	70
2023 Q1	$239K	Hold	2,719	–	–	0.09%	67
2022 Q4	$231K	Hold	2,719	–	–	0.09%	69
2022 Q3	$215K	Hold	2,719	–	–	0.09%	66
2022 Q2	$207K	Hold	2,719	–	–	0.09%	64
2022 Q1	$238K	Hold	2,719	–	–	0.08%	66
2021 Q4	$267K	Hold	2,719	–	–	0.08%	66
2021 Q3	$265K	Hold	2,719	–	–	0.09%	64
2021 Q2	$249K	Hold	2,719	–	–	0.09%	69
2021 Q1	$211K	Buy	+2,719	New	+$208K	0.08%	70

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Broadleaf Partners's MS Position: Q1 2026 in Review

Broadleaf Partners held its Morgan Stanley (MS) position steady in Q1 2026 at 2,719 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #57.

Broadleaf Partners first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $483K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Broadleaf Partners held 2,719 shares of Morgan Stanley worth $447K as of Q1 2026.
Broadleaf Partners left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.1% of Broadleaf Partners's portfolio in Q1 2026, its #57 holding.
Broadleaf Partners first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
Broadleaf Partners's Morgan Stanley position peaked at $483K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.