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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brown Financial Advisors's MS Position: Q1 2026 in Review

Brown Financial Advisors reduced its Morgan Stanley (MS) stake by 5.1% in Q1 2026, selling an estimated $140K and leaving 15,130 shares worth $2.49M. The position accounts for 0.94% of the portfolio, ranked #31.

Brown Financial Advisors first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.83M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Brown Financial Advisors held 15,130 shares of Morgan Stanley worth $2.49M as of Q1 2026.
Brown Financial Advisors sold 809 Morgan Stanley shares in Q1 2026, an estimated $140K.
Morgan Stanley made up 0.94% of Brown Financial Advisors's portfolio in Q1 2026, its #31 holding.
Brown Financial Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's Morgan Stanley position peaked at $2.83M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.