Brooklyn Investment Group’s Morgan Stanley MS Stock Holding History

Brooklyn Investment Group’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	$7.53M	Buy	45,775 +11,488	+34%	+$1.99M	0.24%	60
2025 Q4	$6.17M	Buy	34,287 +6,241	+22%	+$1.04M	0.28%	58
2025 Q3	$3.95M	Sell	28,046 -2,047	-7%	-$302K	0.53%	29
2025 Q2	$4.24M	Buy	30,093 +5,291	+21%	+$650K	0.56%	26
2025 Q1	$2.89M	Sell	24,802 -3,835	-13%	-$494K	0.62%	26
2024 Q4	$3.6M	Sell	28,637 -86	-0.3%	-$10.6K	1.07%	15
2024 Q3	$2.99M	Buy	28,723 +721	+3%	+$72.6K	0.99%	17
2024 Q2	$2.62M	Hold	28,002	–	–	1.13%	16
2024 Q1	$2.62M	Buy	28,002 +96	+0.3%	+$8.45K	1.13%	16
2023 Q4	$2.6M	Buy	+27,906	New	+$2.23M	1.24%	16

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

Brooklyn Investment Group's MS Position: Q1 2026 in Review

Brooklyn Investment Group increased its Morgan Stanley (MS) stake by 34% in Q1 2026, buying an estimated $1.99M and bringing the position to 45,775 shares worth $7.53M. The position accounts for 0.24% of the portfolio, ranked #60.

Brooklyn Investment Group first reported a position in MS in Q4 2023 and has held it in 10 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Brooklyn Investment Group held 45,775 shares of Morgan Stanley worth $7.53M as of Q1 2026.
Brooklyn Investment Group bought 11,488 Morgan Stanley shares in Q1 2026, an estimated $1.99M.
Morgan Stanley made up 0.24% of Brooklyn Investment Group's portfolio in Q1 2026, its #60 holding.
Brooklyn Investment Group first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.