BF
MS icon

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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brucke Financial's MS Position: Q2 2026 in Review

Brucke Financial reduced its Morgan Stanley (MS) stake by 18% in Q2 2026, selling an estimated $115K and leaving 2,626 shares worth $549K. The position accounts for 0.24% of the portfolio, ranked #74.

Brucke Financial first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 971 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Brucke Financial held 2,626 shares of Morgan Stanley worth $549K as of Q2 2026.
  • Brucke Financial sold 582 Morgan Stanley shares in Q2 2026, an estimated $115K.
  • Morgan Stanley made up 0.24% of Brucke Financial's portfolio in Q2 2026, its #74 holding.
  • Brucke Financial first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 971 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.