Brown Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,069
| Closed | -$241K | – | 97 |
|
|
2025
Q1 | $241K | Sell |
2,069
-1,121
| -35% | -$144K | 0.01% | 98 |
|
|
2024
Q4 | $401K | Sell |
3,190
-583
| -15% | -$71.8K | 0.01% | 95 |
|
|
2024
Q3 | $393K | Sell |
3,773
-290
| -7% | -$29.2K | 0.01% | 112 |
|
|
2024
Q2 | $395K | Buy |
4,063
+39
| +1% | +$3.71K | 0.01% | 113 |
|
|
2024
Q1 | $379K | Sell |
4,024
-30
| -0.7% | -$2.64K | 0.01% | 119 |
|
|
2023
Q4 | $378K | Sell |
4,054
-1,708
| -30% | -$137K | 0.01% | 111 |
|
|
2023
Q3 | $471K | Sell |
5,762
-558
| -9% | -$48.4K | 0.01% | 106 |
|
|
2023
Q2 | $540K | Hold |
6,320
| – | – | 0.01% | 108 |
|
|
2023
Q1 | $555K | Sell |
6,320
-30
| -0.5% | -$2.8K | 0.01% | 107 |
|
|
2022
Q4 | $540K | Sell |
6,350
-105
| -2% | -$8.95K | 0.01% | 108 |
|
|
2022
Q3 | $510K | Sell |
6,455
-92
| -1% | -$7.75K | 0.01% | 104 |
|
|
2022
Q2 | $498K | Hold |
6,547
| – | – | 0.01% | 103 |
|
|
2022
Q1 | $572K | Hold |
6,547
| – | – | 0.01% | 105 |
|
|
2021
Q4 | $643K | Buy |
6,547
+1,807
| +38% | +$180K | 0.01% | 106 |
|
|
2021
Q3 | $461K | Sell |
4,740
-2,275
| -32% | -$225K | ﹤0.01% | 110 |
|
|
2021
Q2 | $643K | Sell |
7,015
-173
| -2% | -$14.8K | ﹤0.01% | 104 |
|
|
2021
Q1 | $558K | Sell |
7,188
-1,210
| -14% | -$92.7K | ﹤0.01% | 109 |
|
|
2020
Q4 | $576K | Buy |
8,398
+571
| +7% | +$32.8K | ﹤0.01% | 101 |
|
|
2020
Q3 | $378K | Hold |
7,827
| – | – | ﹤0.01% | 105 |
|
|
2020
Q2 | $378K | Sell |
7,827
-29
| -0.4% | -$1.22K | ﹤0.01% | 106 |
|
|
2020
Q1 | $267K | Hold |
7,856
| – | – | ﹤0.01% | 109 |
|
|
2019
Q4 | $402K | Sell |
7,856
-24
| -0.3% | -$1.14K | ﹤0.01% | 108 |
|
|
2019
Q3 | $336K | Buy |
7,880
+266
| +3% | +$11.4K | ﹤0.01% | 108 |
|
|
2019
Q2 | $334K | Sell |
7,614
-120
| -2% | -$5.35K | ﹤0.01% | 112 |
|
|
2019
Q1 | $326K | Buy |
7,734
+492
| +7% | +$20.7K | ﹤0.01% | 113 |
|
|
2018
Q4 | $287K | Buy |
7,242
+62
| +0.9% | +$2.71K | ﹤0.01% | 114 |
|
|
2018
Q3 | $334K | Sell |
7,180
-63
| -0.9% | -$3.08K | ﹤0.01% | 115 |
|
|
2018
Q2 | $343K | Sell |
7,243
-6,680
| -48% | -$349K | ﹤0.01% | 116 |
|
|
2018
Q1 | $751K | Sell |
13,923
-620
| -4% | -$34.3K | 0.01% | 92 |
|
|
2017
Q4 | $763K | Sell |
14,543
-1,188
| -8% | -$60.1K | 0.01% | 92 |
|
|
2017
Q3 | $758K | Sell |
15,731
-1,912
| -11% | -$88.7K | 0.01% | 90 |
|
|
2017
Q2 | $786K | Buy |
17,643
+366
| +2% | +$15.8K | 0.01% | 91 |
|
|
2017
Q1 | $740K | Sell |
17,277
-3,313
| -16% | -$147K | 0.01% | 97 |
|
|
2016
Q4 | $870K | Buy |
20,590
+167
| +0.8% | +$6.32K | 0.01% | 85 |
|
|
2016
Q3 | $655K | Sell |
20,423
-1,295
| -6% | -$38.6K | 0.01% | 114 |
|
|
2016
Q2 | $564K | Sell |
21,718
-6,930
| -24% | -$181K | 0.01% | 117 |
|
|
2016
Q1 | $716K | Buy |
28,648
+476
| +2% | +$12.1K | 0.01% | 110 |
|
|
2015
Q4 | $896K | Sell |
28,172
-1,870
| -6% | -$62.1K | 0.01% | 104 |
|
|
2015
Q3 | $946K | Buy |
30,042
+3,279
| +12% | +$119K | 0.02% | 109 |
|
|
2015
Q2 | $1.04M | Buy |
26,763
+886
| +3% | +$33.7K | 0.02% | 105 |
|
|
2015
Q1 | $924K | Buy |
25,877
+822
| +3% | +$29.5K | 0.02% | 110 |
|
|
2014
Q4 | $972K | Buy |
+25,055
| New | +$891K | 0.02% | 108 |
|
Other funds holding MS
Brown Capital Management's MS Position: Q2 2025 in Review
Brown Capital Management sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 2,069 shares — an estimated $241K sold.
Brown Capital Management first reported a position in MS in Q4 2014 and held it in 42 quarters. The position peaked at $1.04M in Q2 2015. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.
- Brown Capital Management reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
- Brown Capital Management sold 2,069 Morgan Stanley shares in Q2 2025, an estimated $241K.
- Brown Capital Management first reported a position in Morgan Stanley in Q4 2014 and held it in 42 quarters.
- Brown Capital Management's Morgan Stanley position peaked at $1.04M in Q2 2015.
- 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.
Based on Brown Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.