Brown, Lisle/Cummings’s Morgan Stanley MS Stock Holding History

Brown, Lisle/Cummings’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	$332K	Sell	1,587 -49	-3%	-$9.7K	0.07%	191
2026 Q1	$269K	Buy	1,636 +103	+7%	+$17.8K	0.07%	191
2025 Q4	$272K	Hold	1,533	–	–	0.07%	190
2025 Q3	$244K	Hold	1,533	–	–	0.06%	192
2025 Q2	$216K	Hold	1,533	–	–	0.06%	207
2025 Q1	$179K	Buy	1,533 +30	+2%	+$3.87K	0.05%	210
2024 Q4	$189K	Buy	1,503 +528	+54%	+$65K	0.06%	205
2024 Q3	$102K	Hold	975	–	–	0.03%	262
2024 Q2	$94.8K	Hold	975	–	–	0.03%	259
2024 Q1	$91.8K	Hold	975	–	–	0.03%	246
2023 Q4	$90.9K	Hold	975	–	–	0.03%	242
2023 Q3	$79.6K	Hold	975	–	–	0.04%	239
2023 Q2	$83.3K	Hold	975	–	–	0.04%	242
2023 Q1	$85.6K	Buy	975 +50	+5%	+$4.67K	0.04%	231
2022 Q4	$78.6K	Hold	925	–	–	0.04%	227
2022 Q3	$73.1K	Hold	925	–	–	0.04%	222
2022 Q2	$70.4K	Hold	925	–	–	0.04%	231
2022 Q1	$80.8K	Hold	925	–	–	0.04%	228
2021 Q4	$90.8K	Buy	+925	New	+$92.1K	0.05%	216

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brown, Lisle/Cummings's MS Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Morgan Stanley (MS) stake by 3% in Q2 2026, selling an estimated $9.7K and leaving 1,587 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #191.

Brown, Lisle/Cummings first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Brown, Lisle/Cummings held 1,587 shares of Morgan Stanley worth $332K as of Q2 2026.
Brown, Lisle/Cummings sold 49 Morgan Stanley shares in Q2 2026, an estimated $9.7K.
Morgan Stanley made up 0.07% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #191 holding.
Brown, Lisle/Cummings first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.