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 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 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

Bruce G. Allen Investments's MS Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Morgan Stanley (MS) stake by 4% in Q1 2026, buying an estimated $10K and bringing the position to 1,491 shares worth $245K. The position accounts for 0.16% of the portfolio, ranked #67.

Bruce G. Allen Investments first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $254K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Bruce G. Allen Investments held 1,491 shares of Morgan Stanley worth $245K as of Q1 2026.
Bruce G. Allen Investments bought 58 Morgan Stanley shares in Q1 2026, an estimated $10K.
Morgan Stanley made up 0.16% of Bruce G. Allen Investments's portfolio in Q1 2026, its #67 holding.
Bruce G. Allen Investments first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Morgan Stanley position peaked at $254K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.