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Broadwater Capital’s Morgan Stanley MS Stock Holding History

Broadwater Capital’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 		$38.3K Hold
183
– – 0.03% 109
2026
Q1 		$32.5K Hold
183
– – 0.02% 116
2025
Q4 		$32.5K Hold
183
– – 0.02% 116
2025
Q3 		$29.1K Sell
183
-25,594
-99% -$3.78M 0.02% 120
2025
Q2 		$25.8M Buy
25,777
+25,594
+13,986% +$3.14M 0.02% 123
2025
Q1 		$21.4K Hold
183
– – 0.02% 128
2024
Q4 		$23K Hold
183
– – 0.02% 130
2024
Q3 		$19.1K Hold
183
– – 0.01% 144
2024
Q2 		$17.8K Hold
183
– – 0.01% 146
2024
Q1 		$17.2K Hold
183
– – 0.01% 150
2023
Q4 		$17.1K Buy
+183
New +$14.6K 0.01% 150

Other funds holding MS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Broadwater Capital's MS Position: Q2 2026 in Review

Broadwater Capital held its Morgan Stanley (MS) position steady in Q2 2026 at 183 shares worth $38.3K. The position accounts for 0.03% of the portfolio, ranked #109.

Broadwater Capital first reported a position in MS in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.8M in Q2 2025. 1,514 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Broadwater Capital held 183 shares of Morgan Stanley worth $38.3K as of Q2 2026.
  • Broadwater Capital left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.03% of Broadwater Capital's portfolio in Q2 2026, its #109 holding.
  • Broadwater Capital first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Morgan Stanley position peaked at $25.8M in Q2 2025.
  • 1,514 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.