Morgan Stanley
BBU

Morgan Stanley’s Brookfield Business Partners BBU Stock Holding History

Morgan Stanley’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-252,703
Closed -$8.9M – 8304
2025
Q4 		$8.9M Buy
252,703
+133,810
+113% +$4.59M ﹤0.01% 3701
2025
Q3 		$3.88M Sell
118,893
-3,895
-3% -$104K ﹤0.01% 4348
2025
Q2 		$3.18M Buy
122,788
+13,910
+13% +$326K ﹤0.01% 4407
2025
Q1 		$2.55M Buy
108,878
+68,903
+172% +$1.6M ﹤0.01% 4450
2024
Q4 		$936K Buy
39,975
+15,377
+63% +$366K ﹤0.01% 5126
2024
Q3 		$573K Sell
24,598
-26,491
-52% -$540K ﹤0.01% 5340
2024
Q2 		$963K Buy
51,089
+10,364
+25% +$199K ﹤0.01% 4982
2024
Q1 		$900K Sell
40,725
-12,813
-24% -$275K ﹤0.01% 5013
2023
Q4 		$1.1M Buy
53,538
+19,263
+56% +$308K ﹤0.01% 5251
2023
Q3 		$521K Sell
34,275
-1,498
-4% -$25K ﹤0.01% 5150
2023
Q2 		$616K Buy
35,773
+28,581
+397% +$522K ﹤0.01% 5112
2023
Q1 		$134K Sell
7,192
-117,446
-94% -$2.17M ﹤0.01% 5894
2022
Q4 		$2.11M Buy
124,638
+6,067
+5% +$118K ﹤0.01% 4424
2022
Q3 		$2.31M Buy
118,571
+104,350
+734% +$2.26M ﹤0.01% 4325
2022
Q2 		$302K Buy
14,221
+5,289
+59% +$129K ﹤0.01% 5683
2022
Q1 		$274K Sell
8,932
-19,777
-69% -$561K ﹤0.01% 5743
2021
Q4 		$850K Buy
28,709
+3,656
+15% +$111K ﹤0.01% 5187
2021
Q3 		$739K Sell
25,053
-106,617
-81% -$3.01M ﹤0.01% 5257
2021
Q2 		$3.91M Sell
131,670
-74,784
-36% -$2.11M ﹤0.01% 4036
2021
Q1 		$5.32M Buy
206,454
+81,245
+65% +$2.07M ﹤0.01% 3346
2020
Q4 		$3.02M Buy
125,209
+78,548
+168% +$1.74M ﹤0.01% 3793
2020
Q3 		$903K Sell
46,661
-7,719
-14% -$151K ﹤0.01% 4276
2020
Q2 		$1.08M Buy
54,380
+14,988
+38% +$288K ﹤0.01% 4114
2020
Q1 		$643K Sell
39,392
-74,411
-65% -$1.81M ﹤0.01% 4238
2019
Q4 		$3.02M Buy
113,803
+4,537
+4% +$118K ﹤0.01% 3702
2019
Q3 		$2.75M Buy
109,266
+58,282
+114% +$1.38M ﹤0.01% 3504
2019
Q2 		$1.25M Sell
50,984
-19,302
-27% -$477K ﹤0.01% 4099
2019
Q1 		$1.78M Buy
70,286
+9,248
+15% +$206K ﹤0.01% 3678
2018
Q4 		$1.19M Sell
61,038
-17,786
-23% -$432K ﹤0.01% 4154
2018
Q3 		$2.32M Sell
78,824
-28,829
-27% -$768K ﹤0.01% 3885
2018
Q2 		$2.64M Sell
107,653
-666,586
-86% -$16.5M ﹤0.01% 3820
2018
Q1 		$17.9M Buy
774,239
+669,672
+640% +$15.7M 0.01% 1773
2017
Q4 		$2.32M Sell
104,567
-7,551
-7% -$149K ﹤0.01% 3907
2017
Q3 		$2.13M Buy
112,118
+59,598
+113% +$1.12M ﹤0.01% 3826
2017
Q2 		$913K Buy
52,520
+19,599
+60% +$330K ﹤0.01% 4434
2017
Q1 		$520K Buy
32,921
+11,231
+52% +$180K ﹤0.01% 4814
2016
Q4 		$334K Sell
21,690
-15,605
-42% -$246K ﹤0.01% 5135
2016
Q3 		$633K Buy
37,295
+13,903
+59% +$195K ﹤0.01% 4374
2016
Q2 		$288K Buy
+23,392
New +$298K ﹤0.01% 4750

Other funds holding BBU

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley's BBU Position: Q1 2026 in Review

Morgan Stanley sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 252,703 shares — an estimated $8.9M sold.

Morgan Stanley first reported a position in BBU in Q2 2016 and held it in 39 quarters. The position peaked at $17.9M in Q1 2018. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.

  • Morgan Stanley reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 252,703 Brookfield Business Partners shares in Q1 2026, an estimated $8.9M.
  • Morgan Stanley first reported a position in Brookfield Business Partners in Q2 2016 and held it in 39 quarters.
  • Morgan Stanley's Brookfield Business Partners position peaked at $17.9M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.