BGAI
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Bruce G. Allen Investments’s Morgan Stanley MS Stock Holding History

Bruce G. Allen Investments’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 		$272K Sell
1,303
-188
-13% -$37.2K 0.17% 61
2026
Q1 		$245K Buy
1,491
+58
+4% +$10K 0.16% 67
2025
Q4 		$254K Sell
1,433
-101
-7% -$16.8K 0.17% 65
2025
Q3 		$244K Sell
1,534
-23
-1% -$3.4K 0.17% 67
2025
Q2 		$219K Buy
1,557
+18
+1% +$2.21K 0.17% 69
2025
Q1 		$180K Sell
1,539
-161
-9% -$20.7K 0.14% 76
2024
Q4 		$214K Sell
1,700
-46
-3% -$5.67K 0.17% 68
2024
Q3 		$182K Sell
1,746
-34
-2% -$3.42K 0.14% 86
2024
Q2 		$173K Sell
1,780
-442
-20% -$42.1K 0.15% 83
2024
Q1 		$209K Sell
2,222
-21
-0.9% -$1.85K 0.17% 72
2023
Q4 		$209K Buy
+2,243
New +$179K 0.19% 71

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's MS Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Morgan Stanley (MS) stake by 13% in Q2 2026, selling an estimated $37.2K and leaving 1,303 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #61.

Bruce G. Allen Investments first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bruce G. Allen Investments held 1,303 shares of Morgan Stanley worth $272K as of Q2 2026.
  • Bruce G. Allen Investments sold 188 Morgan Stanley shares in Q2 2026, an estimated $37.2K.
  • Morgan Stanley made up 0.17% of Bruce G. Allen Investments's portfolio in Q2 2026, its #61 holding.
  • Bruce G. Allen Investments first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.