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Brown Brothers Harriman & Co’s Morgan Stanley MS Stock Holding History

Brown Brothers Harriman & Co’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 		$11M Buy
52,510
+17,623
+51% +$3.49M 0.05% 156
2026
Q1 		$5.74M Buy
34,887
+6,095
+21% +$1.06M 0.03% 190
2025
Q4 		$5.11M Buy
28,792
+5,532
+24% +$923K 0.03% 176
2025
Q3 		$3.7M Buy
23,260
+1,317
+6% +$194K 0.02% 190
2025
Q2 		$3.09M Buy
21,943
+3,820
+21% +$469K 0.02% 201
2025
Q1 		$2.11M Sell
18,123
-1,406
-7% -$181K 0.01% 222
2024
Q4 		$2.46M Buy
19,529
+829
+4% +$102K 0.02% 208
2024
Q3 		$1.95M Sell
18,700
-848
-4% -$85.4K 0.01% 220
2024
Q2 		$1.9M Sell
19,548
-148
-0.8% -$14.1K 0.01% 204
2024
Q1 		$1.85M Sell
19,696
-398
-2% -$35K 0.01% 199
2023
Q4 		$1.87M Buy
20,094
+776
+4% +$62.1K 0.02% 198
2023
Q3 		$1.58M Buy
19,318
+1,084
+6% +$94.1K 0.01% 201
2023
Q2 		$1.56M Sell
18,234
-2,300
-11% -$197K 0.01% 202
2023
Q1 		$1.8M Buy
20,534
+1,190
+6% +$111K 0.02% 186
2022
Q4 		$1.64M Sell
19,344
-1,128
-6% -$96.1K 0.01% 173
2022
Q3 		$1.62M Buy
20,472
+2,945
+17% +$248K 0.02% 170
2022
Q2 		$1.33M Buy
17,527
+457
+3% +$37.4K 0.01% 188
2022
Q1 		$1.49M Buy
17,070
+6,696
+65% +$646K 0.01% 195
2021
Q4 		$1.02K Sell
10,374
-161
-2% -$16K 0.01% 240
2021
Q3 		$1.02K Sell
10,535
-99
-0.9% -$9.81K 0.01% 221
2021
Q2 		$975 Buy
10,634
+166
+2% +$14.2K 0.01% 233
2021
Q1 		$813 Sell
10,468
-1,526
-13% -$117K 0.01% 245
2020
Q4 		$822K Sell
11,994
-168
-1% -$9.64K 0.01% 237
2020
Q3 		$588K Sell
12,162
-25
-0.2% -$1.26K ﹤0.01% 252
2020
Q2 		$589K Sell
12,187
-227
-2% -$9.53K ﹤0.01% 241
2020
Q1 		$422K Sell
12,414
-171
-1% -$8.05K ﹤0.01% 264
2019
Q4 		$643K Buy
12,585
+8,037
+177% +$380K ﹤0.01% 273
2019
Q3 		$194K Buy
4,548
+185
+4% +$7.91K ﹤0.01% 436
2019
Q2 		$191K Sell
4,363
-1,181
-21% -$52.7K ﹤0.01% 399
2019
Q1 		$234K Buy
5,544
+1,924
+53% +$81K ﹤0.01% 361
2018
Q4 		$144K Sell
3,620
-1,830
-34% -$79.9K ﹤0.01% 390
2018
Q3 		$254K Buy
5,450
+1,430
+36% +$69.8K ﹤0.01% 331
2018
Q2 		$191K Sell
4,020
-170
-4% -$8.88K ﹤0.01% 341
2018
Q1 		$226K Sell
4,190
-4,729
-53% -$262K ﹤0.01% 309
2017
Q4 		$468K Buy
8,919
+3,270
+58% +$165K ﹤0.01% 247
2017
Q3 		$272K Buy
5,649
+500
+10% +$23.2K ﹤0.01% 285
2017
Q2 		$229K Sell
5,149
-475
-8% -$20.5K ﹤0.01% 307
2017
Q1 		$241K Buy
5,624
+3,039
+118% +$135K ﹤0.01% 304
2016
Q4 		$109K Sell
2,585
-23,603
-90% -$893K ﹤0.01% 390
2016
Q3 		$840K Sell
26,188
-25,112
-49% -$749K ﹤0.01% 182
2016
Q2 		$1.33M Sell
51,300
-3,004
-6% -$78.6K 0.01% 165
2016
Q1 		$1.36M Buy
54,304
+11,975
+28% +$306K 0.01% 166
2015
Q4 		$1.35M Hold
42,329
– – 0.01% 170
2015
Q3 		$1.33M Buy
42,329
+530
+1% +$19.3K 0.01% 169
2015
Q2 		$1.62M Sell
41,799
-435
-1% -$16.6K 0.01% 159
2015
Q1 		$1.51M Sell
42,234
-99
-0.2% -$3.55K 0.01% 169
2014
Q4 		$1.64M Buy
42,333
+99
+0.2% +$3.52K 0.01% 162
2014
Q3 		$1.46M Sell
42,234
-25,531
-38% -$851K 0.01% 175
2014
Q2 		$2.19M Buy
67,765
+7,180
+12% +$221K 0.01% 157
2014
Q1 		$1.89M Buy
60,585
+3,830
+7% +$118K 0.01% 150
2013
Q4 		$1.78M Buy
56,755
+869
+2% +$25.8K 0.01% 150
2013
Q3 		$1.51M Buy
55,886
+766
+1% +$20.6K 0.01% 157
2013
Q2 		$1.35M Buy
+55,120
New +$1.31M 0.01% 193

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brown Brothers Harriman & Co's MS Position: Q2 2026 in Review

Brown Brothers Harriman & Co increased its Morgan Stanley (MS) stake by 51% in Q2 2026, buying an estimated $3.49M and bringing the position to 52,510 shares worth $11M. The position accounts for 0.05% of the portfolio, ranked #156.

Brown Brothers Harriman & Co first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Brown Brothers Harriman & Co held 52,510 shares of Morgan Stanley worth $11M as of Q2 2026.
  • Brown Brothers Harriman & Co bought 17,623 Morgan Stanley shares in Q2 2026, an estimated $3.49M.
  • Morgan Stanley made up 0.05% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #156 holding.
  • Brown Brothers Harriman & Co first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.