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Brookwood Investment Group’s Morgan Stanley MS Stock Holding History

Brookwood 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
Q2 		$640K Buy
3,063
+1,512
+97% +$299K 0.07% 260
2026
Q1 		$255K Sell
1,551
-4,284
-73% -$742K 0.03% 429
2025
Q4 		$1.04M Sell
5,835
-226
-4% -$37.7K 0.12% 158
2025
Q3 		$963K Buy
6,061
+2,840
+88% +$419K 0.12% 151
2025
Q2 		$454K Buy
+3,221
New +$396K 0.07% 253

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookwood Investment Group's MS Position: Q2 2026 in Review

Brookwood Investment Group increased its Morgan Stanley (MS) stake by 97% in Q2 2026, buying an estimated $299K and bringing the position to 3,063 shares worth $640K. The position accounts for 0.07% of the portfolio, ranked #260.

Brookwood Investment Group first reported a position in MS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q4 2025. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Brookwood Investment Group held 3,063 shares of Morgan Stanley worth $640K as of Q2 2026.
  • Brookwood Investment Group bought 1,512 Morgan Stanley shares in Q2 2026, an estimated $299K.
  • Morgan Stanley made up 0.07% of Brookwood Investment Group's portfolio in Q2 2026, its #260 holding.
  • Brookwood Investment Group first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's Morgan Stanley position peaked at $1.04M in Q4 2025.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.