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Bryn Mawr Capital Management’s Morgan Stanley MS Stock Holding History

Bryn Mawr Capital Management’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 		$639K Buy
3,884
+613
+19% +$106K 0.03% 249
2025
Q4 		$581K Buy
3,271
+46
+1% +$7.67K 0.03% 260
2025
Q3 		$513K Buy
3,225
+996
+45% +$147K 0.03% 271
2025
Q2 		$314K Buy
2,229
+211
+10% +$25.9K 0.02% 340
2025
Q1 		$235K Buy
2,018
+143
+8% +$18.4K 0.01% 351
2024
Q4 		$236K Sell
1,875
-52
-3% -$6.4K 0.01% 381
2024
Q3 		$201K Buy
+1,927
New +$194K 0.01% 399
2024
Q2 		– Sell
-2,148
Closed -$202K – 404
2024
Q1 		$202K Buy
+2,148
New +$189K 0.01% 390
2023
Q4 		– Sell
-2,544
Closed -$208K – 422
2023
Q3 		$208K Buy
+2,544
New +$221K 0.01% 369
2023
Q2 		– Sell
-3,345
Closed -$294K – 285
2023
Q1 		$294K Sell
3,345
-136
-4% -$12.7K 0.03% 235
2022
Q4 		$296K Buy
3,481
+134
+4% +$11.4K 0.03% 231
2022
Q3 		$264K Sell
3,347
-152
-4% -$12.8K 0.09% 121
2022
Q2 		$266K Sell
3,499
-16
-0.5% -$1.31K 0.09% 126
2022
Q1 		$307K Buy
+3,515
New +$339K 0.09% 124

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bryn Mawr Capital Management's MS Position: Q1 2026 in Review

Bryn Mawr Capital Management increased its Morgan Stanley (MS) stake by 19% in Q1 2026, buying an estimated $106K and bringing the position to 3,884 shares worth $639K. The position accounts for 0.03% of the portfolio, ranked #249.

Bryn Mawr Capital Management first reported a position in MS in Q1 2022 and has held it in 14 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Bryn Mawr Capital Management held 3,884 shares of Morgan Stanley worth $639K as of Q1 2026.
  • Bryn Mawr Capital Management bought 613 Morgan Stanley shares in Q1 2026, an estimated $106K.
  • Morgan Stanley made up 0.03% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #249 holding.
  • Bryn Mawr Capital Management first reported a position in Morgan Stanley in Q1 2022 and has held it in 14 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.