Coastal Bridge Advisors’s Morgan Stanley MS Stock Holding History

Coastal Bridge 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	$1.09M	Buy	5,228 +958	+22%	+$190K	0.07%	216
2026 Q1	$703K	Buy	4,270 +163	+4%	+$28.2K	0.05%	261
2025 Q4	$729K	Buy	4,107 +134	+3%	+$22.4K	0.05%	252
2025 Q3	$632K	Sell	3,973 -457	-10%	-$67.5K	0.05%	263
2025 Q2	$624K	Buy	4,430 +1,075	+32%	+$132K	0.05%	264
2025 Q1	$391K	Buy	+3,355	New	+$432K	0.04%	312

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coastal Bridge Advisors's MS Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Morgan Stanley (MS) stake by 22% in Q2 2026, buying an estimated $190K and bringing the position to 5,228 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #216.

Coastal Bridge Advisors first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Coastal Bridge Advisors held 5,228 shares of Morgan Stanley worth $1.09M as of Q2 2026.
Coastal Bridge Advisors bought 958 Morgan Stanley shares in Q2 2026, an estimated $190K.
Morgan Stanley made up 0.07% of Coastal Bridge Advisors's portfolio in Q2 2026, its #216 holding.
Coastal Bridge Advisors first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.