Brookstone Capital Management
MS icon

Brookstone Capital Management’s Morgan Stanley MS Stock Holding History

Brookstone Capital Management’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
Q3 		$13.2M Buy
70,370
+809
+1% +$172K 0.13% 182
2026
Q2 		$14.5M Buy
69,561
+46,947
+208% +$9.3M 0.15% 166
2026
Q1 		$3.72M Sell
22,614
-2,183
-9% -$378K 0.04% 371
2025
Q4 		$4.4M Buy
24,797
+1,655
+7% +$276K 0.05% 331
2025
Q3 		$3.68M Buy
23,142
+551
+2% +$81.4K 0.04% 355
2025
Q2 		$3.18M Buy
22,591
+1,488
+7% +$183K 0.04% 347
2025
Q1 		$2.46M Buy
21,103
+13,349
+172% +$1.72M 0.04% 372
2024
Q4 		$975K Buy
7,754
+726
+10% +$89.4K 0.01% 541
2024
Q3 		$733K Buy
7,028
+108
+2% +$10.9K 0.01% 592
2024
Q2 		$740K Buy
6,920
+175
+3% +$16.7K 0.01% 558
2024
Q1 		$635K Sell
6,745
-566
-8% -$49.8K 0.01% 578
2023
Q4 		$682K Sell
7,311
-1,608
-18% -$129K 0.01% 537
2023
Q3 		$650K Sell
8,919
-4,403
-33% -$382K 0.01% 516
2023
Q2 		$1.11M Buy
13,322
+3,103
+30% +$265K 0.02% 415
2023
Q1 		$912K Buy
10,219
+743
+8% +$69.3K 0.02% 470
2022
Q4 		$830K Sell
9,476
-92
-1% -$7.84K 0.02% 472
2022
Q3 		$733K Sell
9,568
-336
-3% -$28.3K 0.02% 476
2022
Q2 		$760K Sell
9,904
-1,451
-13% -$119K 0.02% 471
2022
Q1 		$954K Buy
11,355
+1,421
+14% +$137K 0.02% 430
2021
Q4 		$1.03M Buy
9,934
+334
+3% +$33.3K 0.02% 388
2021
Q3 		$946K Buy
9,600
+1,856
+24% +$184K 0.02% 391
2021
Q2 		$722K Buy
+7,744
New +$664K 0.01% 420
2015
Q4 		– Sell
-2,680
Closed -$84K – 618
2015
Q3 		$84K Buy
2,680
+76
+3% +$2.77K 0.02% 303
2015
Q2 		$101K Buy
+2,604
New +$99.1K 0.01% 337

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Brookstone Capital Management's MS Position: Q3 2026 in Review

Brookstone Capital Management increased its Morgan Stanley (MS) stake by 1.2% in Q3 2026, buying an estimated $172K and bringing the position to 70,370 shares worth $13.2M. The position accounts for 0.13% of the portfolio, ranked #182.

Brookstone Capital Management first reported a position in MS in Q2 2015 and has held it in 24 quarters since. The position peaked at $14.5M in Q2 2026. 722 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Brookstone Capital Management held 70,370 shares of Morgan Stanley worth $13.2M as of Q3 2026.
  • Brookstone Capital Management bought 809 Morgan Stanley shares in Q3 2026, an estimated $172K.
  • Morgan Stanley made up 0.13% of Brookstone Capital Management's portfolio in Q3 2026, its #182 holding.
  • Brookstone Capital Management first reported a position in Morgan Stanley in Q2 2015 and has held it in 24 quarters since.
  • Brookstone Capital Management's Morgan Stanley position peaked at $14.5M in Q2 2026.
  • 722 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.