Brucke Financial’s Morgan Stanley MS Stock Holding History

Brucke Financial’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 Q3	$481K	Sell	2,555 -71	-3%	-$15.1K	0.2%	87
2026 Q2	$549K	Sell	2,626 -582	-18%	-$115K	0.24%	74
2026 Q1	$528K	Buy	3,208 +1,064	+50%	+$184K	0.27%	72
2025 Q4	$381K	Buy	2,144 +49	+2%	+$8.17K	0.21%	105
2025 Q3	$344K	Buy	2,095 +183	+10%	+$27K	0.2%	109
2025 Q2	$269K	Buy	1,912 +43	+2%	+$5.28K	0.19%	117
2025 Q1	$216K	Buy	1,869 +220	+13%	+$28.3K	0.19%	126
2024 Q4	$228K	Buy	+1,649	New	+$203K	0.2%	122

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Brucke Financial's MS Position: Q3 2026 in Review

Brucke Financial reduced its Morgan Stanley (MS) stake by 2.7% in Q3 2026, selling an estimated $15.1K and leaving 2,555 shares worth $481K. The position accounts for 0.2% of the portfolio, ranked #87.

Brucke Financial first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $549K in Q2 2026. 2,099 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Brucke Financial held 2,555 shares of Morgan Stanley worth $481K as of Q3 2026.
Brucke Financial sold 71 Morgan Stanley shares in Q3 2026, an estimated $15.1K.
Morgan Stanley made up 0.2% of Brucke Financial's portfolio in Q3 2026, its #87 holding.
Brucke Financial first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
Brucke Financial's Morgan Stanley position peaked at $549K in Q2 2026.
2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.