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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
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 $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Brookstone Capital Management's MS Position: Q2 2026 in Review

Brookstone Capital Management increased its Morgan Stanley (MS) stake by 208% in Q2 2026, buying an estimated $9.3M and bringing the position to 69,561 shares worth $14.5M. The position accounts for 0.15% of the portfolio, ranked #166.

Brookstone Capital Management first reported a position in MS in Q2 2015 and has held it in 23 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Brookstone Capital Management held 69,561 shares of Morgan Stanley worth $14.5M as of Q2 2026.
  • Brookstone Capital Management bought 46,947 Morgan Stanley shares in Q2 2026, an estimated $9.3M.
  • Morgan Stanley made up 0.15% of Brookstone Capital Management's portfolio in Q2 2026, its #166 holding.
  • Brookstone Capital Management first reported a position in Morgan Stanley in Q2 2015 and has held it in 23 quarters since.
  • 675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.