Morgan Stanley’s Bridgewater Bancshares BWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.51M | Buy |
198,419
+29,301
| +17% | +$537K | ﹤0.01% | 4374 |
|
|
2025
Q4 | $2.96M | Buy |
169,118
+56,982
| +51% | +$989K | ﹤0.01% | 4551 |
|
|
2025
Q3 | $1.97M | Sell |
112,136
-17,147
| -13% | -$280K | ﹤0.01% | 4799 |
|
|
2025
Q2 | $2.06M | Sell |
129,283
-9,668
| -7% | -$142K | ﹤0.01% | 4679 |
|
|
2025
Q1 | $1.93M | Sell |
138,951
-25,944
| -16% | -$361K | ﹤0.01% | 4620 |
|
|
2024
Q4 | $2.23M | Buy |
164,895
+8,005
| +5% | +$118K | ﹤0.01% | 4617 |
|
|
2024
Q3 | $2.22M | Buy |
156,890
+24,250
| +18% | +$325K | ﹤0.01% | 4571 |
|
|
2024
Q2 | $1.54M | Sell |
132,640
-27,360
| -17% | -$313K | ﹤0.01% | 4720 |
|
|
2024
Q1 | $1.86M | Sell |
160,000
-203,064
| -56% | -$2.47M | ﹤0.01% | 4635 |
|
|
2023
Q4 | $4.91M | Buy |
363,064
+202,721
| +126% | +$2.13M | ﹤0.01% | 4391 |
|
|
2023
Q3 | $1.52M | Buy |
160,343
+1,074
| +0.7% | +$11.1K | ﹤0.01% | 4559 |
|
|
2023
Q2 | $1.57M | Buy |
159,269
+50,084
| +46% | +$481K | ﹤0.01% | 4577 |
|
|
2023
Q1 | $1.18M | Buy |
109,185
+41,063
| +60% | +$603K | ﹤0.01% | 4757 |
|
|
2022
Q4 | $1.21M | Buy |
68,122
+6,301
| +10% | +$115K | ﹤0.01% | 4752 |
|
|
2022
Q3 | $1.02M | Buy |
61,821
+4,216
| +7% | +$72.2K | ﹤0.01% | 4868 |
|
|
2022
Q2 | $928K | Buy |
57,605
+47,031
| +445% | +$755K | ﹤0.01% | 5059 |
|
|
2022
Q1 | $176K | Sell |
10,574
-3,319
| -24% | -$57.8K | ﹤0.01% | 5989 |
|
|
2021
Q4 | $245K | Buy |
13,893
+8,535
| +159% | +$153K | ﹤0.01% | 5958 |
|
|
2021
Q3 | $94K | Sell |
5,358
-25,999
| -83% | -$422K | ﹤0.01% | 6413 |
|
|
2021
Q2 | $506K | Sell |
31,357
-53,743
| -63% | -$900K | ﹤0.01% | 5515 |
|
|
2021
Q1 | $1.38M | Buy |
85,100
+11,253
| +15% | +$166K | ﹤0.01% | 4530 |
|
|
2020
Q4 | $922K | Buy |
73,847
+60,650
| +460% | +$701K | ﹤0.01% | 4718 |
|
|
2020
Q3 | $125K | Sell |
13,197
-8,616
| -39% | -$82.4K | ﹤0.01% | 5327 |
|
|
2020
Q2 | $223K | Buy |
21,813
+4,635
| +27% | +$44.9K | ﹤0.01% | 5026 |
|
|
2020
Q1 | $168K | Sell |
17,178
-87,067
| -84% | -$1.07M | ﹤0.01% | 4942 |
|
|
2019
Q4 | $1.44M | Buy |
104,245
+6,952
| +7% | +$88.1K | ﹤0.01% | 4279 |
|
|
2019
Q3 | $1.16M | Buy |
97,293
+42,147
| +76% | +$489K | ﹤0.01% | 4208 |
|
|
2019
Q2 | $636K | Sell |
55,146
-154,341
| -74% | -$1.68M | ﹤0.01% | 4479 |
|
|
2019
Q1 | $2.16M | Buy |
209,487
+156,222
| +293% | +$1.71M | ﹤0.01% | 3519 |
|
|
2018
Q4 | $562K | Buy |
53,265
+6,451
| +14% | +$74.5K | ﹤0.01% | 4708 |
|
|
2018
Q3 | $610K | Buy |
46,814
+9,359
| +25% | +$120K | ﹤0.01% | 4884 |
|
|
2018
Q2 | $476K | Buy |
37,455
+30,337
| +426% | +$395K | ﹤0.01% | 5139 |
|
|
2018
Q1 | $93K | Buy |
+7,118
| New | +$91.7K | ﹤0.01% | 5723 |
|
Other funds holding BWB
VCM
PAIM
RIP
Morgan Stanley's BWB Position: Q1 2026 in Review
Morgan Stanley increased its Bridgewater Bancshares (BWB) stake by 17% in Q1 2026, buying an estimated $537K and bringing the position to 198,419 shares worth $3.51M. The position accounts for ﹤0.01% of the portfolio, ranked #4374.
Morgan Stanley first reported a position in BWB in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.91M in Q4 2023. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.
- Morgan Stanley held 198,419 shares of Bridgewater Bancshares worth $3.51M as of Q1 2026.
- Morgan Stanley bought 29,301 Bridgewater Bancshares shares in Q1 2026, an estimated $537K.
- Bridgewater Bancshares made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4374 holding.
- Morgan Stanley first reported a position in Bridgewater Bancshares in Q1 2018 and has held it in 33 quarters since.
- Morgan Stanley's Bridgewater Bancshares position peaked at $4.91M in Q4 2023.
- 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.