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Legacy Bridge’s Morgan Stanley MS Stock Holding History

Legacy Bridge’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 		$1.45M Sell
8,837
-30
-0.3% -$5.19K 0.55% 66
2025
Q4 		$1.57M Sell
8,867
-51
-0.6% -$8.51K 0.64% 48
2025
Q3 		$1.42M Hold
8,918
– – 0.59% 60
2025
Q2 		$1.26M Sell
8,918
-740
-8% -$90.9K 0.6% 65
2025
Q1 		$1.13M Hold
9,658
– – 0.63% 63
2024
Q4 		$1.21M Hold
9,658
– – 0.63% 63
2024
Q3 		$1.01M Hold
9,658
– – 0.54% 73
2024
Q2 		$939K Hold
9,658
– – 0.55% 72
2024
Q1 		$909K Sell
9,658
-1,190
-11% -$105K 0.53% 75
2023
Q4 		$1.01M Sell
10,848
-50
-0.5% -$4K 0.66% 67
2023
Q3 		$890K Hold
10,898
– – 0.63% 70
2023
Q2 		$931K Buy
10,898
+625
+6% +$53.5K 0.62% 69
2023
Q1 		$902K Buy
10,273
+1,130
+12% +$105K 0.63% 69
2022
Q4 		$777K Buy
9,143
+374
+4% +$31.9K 0.55% 72
2022
Q3 		$693K Buy
8,769
+175
+2% +$14.8K 0.55% 78
2022
Q2 		$654K Hold
8,594
– – 0.48% 85
2022
Q1 		$751K Hold
8,594
– – 0.44% 95
2021
Q4 		$844K Hold
8,594
– – 0.44% 94
2021
Q3 		$836K Hold
8,594
– – 0.48% 86
2021
Q2 		$788K Hold
8,594
– – 0.45% 89
2021
Q1 		$667K Hold
8,594
– – 0.43% 86
2020
Q4 		$589K Buy
8,594
+1,500
+21% +$86.1K 0.43% 88
2020
Q3 		$343K Hold
7,094
– – 0.31% 102
2020
Q2 		$343K Sell
7,094
-1,330
-16% -$55.9K 0.38% 96
2020
Q1 		$286K Sell
8,424
-540
-6% -$25.4K 0.36% 100
2019
Q4 		$458K Buy
8,964
+600
+7% +$28.4K 0.38% 93
2019
Q3 		$357K Sell
8,364
-600
-7% -$25.6K 0.34% 101
2019
Q2 		$393K Hold
8,964
– – 0.38% 94
2019
Q1 		$378K Hold
8,964
– – 0.39% 90
2018
Q4 		$355K Buy
+8,964
New +$391K 0.44% 77

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

Legacy Bridge's MS Position: Q1 2026 in Review

Legacy Bridge reduced its Morgan Stanley (MS) stake by 0.34% in Q1 2026, selling an estimated $5.19K and leaving 8,837 shares worth $1.45M. The position accounts for 0.55% of the portfolio, ranked #66.

Legacy Bridge first reported a position in MS in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.57M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Legacy Bridge held 8,837 shares of Morgan Stanley worth $1.45M as of Q1 2026.
  • Legacy Bridge sold 30 Morgan Stanley shares in Q1 2026, an estimated $5.19K.
  • Morgan Stanley made up 0.55% of Legacy Bridge's portfolio in Q1 2026, its #66 holding.
  • Legacy Bridge first reported a position in Morgan Stanley in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's Morgan Stanley position peaked at $1.57M in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.