BSA
MS icon

Bull Street Advisors’s Morgan Stanley MS Stock Holding History

Bull Street Advisors’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 		$1.5M Sell
7,170
-15
-0.2% -$2.97K 0.68% 46
2026
Q1 		$1.18M Sell
7,185
-50
-0.7% -$8.66K 0.59% 51
2025
Q4 		$1.28M Sell
7,235
-340
-4% -$56.7K 0.6% 51
2025
Q3 		$1.2M Hold
7,575
– – 0.56% 50
2025
Q2 		$1.07M Hold
7,575
– – 0.51% 53
2025
Q1 		$884K Sell
7,575
-104
-1% -$13.4K 0.42% 60
2024
Q4 		$965K Sell
7,679
-50
-0.6% -$6.16K 0.47% 59
2024
Q3 		$806K Sell
7,729
-470
-6% -$47.3K 0.37% 67
2024
Q2 		$797K Hold
8,199
– – 0.38% 65
2024
Q1 		$772K Sell
8,199
-30
-0.4% -$2.64K 0.37% 65
2023
Q4 		$767K Hold
8,229
– – 0.39% 63
2023
Q3 		$672K Hold
8,229
– – 0.36% 64
2023
Q2 		$703K Hold
8,229
– – 0.36% 64
2023
Q1 		$723K Sell
8,229
-150
-2% -$14K 0.38% 64
2022
Q4 		$712K Hold
8,379
– – 0.37% 65
2022
Q3 		$662K Hold
8,379
– – 0.37% 66
2022
Q2 		$637K Hold
8,379
– – 0.34% 67
2022
Q1 		$732K Hold
8,379
– – 0.36% 67
2021
Q4 		$822K Sell
8,379
-750
-8% -$74.7K 0.39% 63
2021
Q3 		$888K Sell
9,129
-100
-1% -$9.91K 0.46% 58
2021
Q2 		$846K Sell
9,229
-150
-2% -$12.9K 0.45% 58
2021
Q1 		$728K Hold
9,379
– – 0.41% 60
2020
Q4 		$643K Buy
9,379
+104
+1% +$5.97K 0.39% 60
2020
Q3 		$448K Hold
9,275
– – 0.31% 62
2020
Q2 		$448K Buy
9,275
+500
+6% +$21K 0.34% 64
2020
Q1 		$298K Hold
8,775
– – 0.27% 69
2019
Q4 		$449K Buy
8,775
+250
+3% +$11.8K 0.39% 62
2019
Q3 		$364K Buy
+8,525
New +$364K 0.34% 69

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 $3.37T AUM 44.26% 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

Bull Street Advisors's MS Position: Q2 2026 in Review

Bull Street Advisors reduced its Morgan Stanley (MS) stake by 0.21% in Q2 2026, selling an estimated $2.97K and leaving 7,170 shares worth $1.5M. The position accounts for 0.68% of the portfolio, ranked #46.

Bull Street Advisors first reported a position in MS in Q3 2019 and has held it in 28 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bull Street Advisors held 7,170 shares of Morgan Stanley worth $1.5M as of Q2 2026.
  • Bull Street Advisors sold 15 Morgan Stanley shares in Q2 2026, an estimated $2.97K.
  • Morgan Stanley made up 0.68% of Bull Street Advisors's portfolio in Q2 2026, its #46 holding.
  • Bull Street Advisors first reported a position in Morgan Stanley in Q3 2019 and has held it in 28 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bull Street Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.