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Brown Financial Advisors’s Morgan Stanley MS Stock Holding History

Brown Financial Advisors’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 		$2.93M Sell
14,022
-1,108
-7% -$219K 1.02% 26
2026
Q1 		$2.49M Sell
15,130
-809
-5% -$140K 0.94% 31
2025
Q4 		$2.83M Sell
15,939
-968
-6% -$161K 1.04% 29
2025
Q3 		$2.69M Sell
16,907
-155
-0.9% -$22.9K 0.99% 31
2025
Q2 		$2.4M Sell
17,062
-1,172
-6% -$144K 0.94% 34
2025
Q1 		$2.13M Buy
18,234
+2,612
+17% +$337K 0.88% 41
2024
Q4 		$1.96M Sell
15,622
-1,314
-8% -$162K 0.79% 38
2024
Q3 		$1.77M Sell
16,936
-3,207
-16% -$323K 0.73% 43
2024
Q2 		$1.96M Buy
+20,143
New +$1.92M 0.87% 35

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 Financial Advisors's MS Position: Q2 2026 in Review

Brown Financial Advisors reduced its Morgan Stanley (MS) stake by 7.3% in Q2 2026, selling an estimated $219K and leaving 14,022 shares worth $2.93M. The position accounts for 1.02% of the portfolio, ranked #26.

Brown Financial Advisors first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Brown Financial Advisors held 14,022 shares of Morgan Stanley worth $2.93M as of Q2 2026.
  • Brown Financial Advisors sold 1,108 Morgan Stanley shares in Q2 2026, an estimated $219K.
  • Morgan Stanley made up 1.02% of Brown Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Brown Financial Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.