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Newbridge Financial Services Group’s Morgan Stanley MS Stock Holding History

Newbridge Financial Services Group’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 		$85.8K Sell
521
-4,812
-90% -$833K 0.01% 337
2025
Q4 		$947K Buy
5,333
+4,980
+1,411% +$831K 0.15% 115
2025
Q3 		$56.2K Buy
353
+250
+243% +$36.9K 0.01% 488
2025
Q2 		$14.5K Buy
103
+14
+16% +$1.72K ﹤0.01% 804
2025
Q1 		$10.4K Hold
89
– – ﹤0.01% 680
2024
Q4 		$11.1K Buy
+89
New +$11K ﹤0.01% 711
2024
Q3 		– Sell
-500
Closed -$48.6K – 937
2024
Q2 		$48.6K Sell
500
-54
-10% -$5.14K 0.02% 381
2024
Q1 		$52.2K Sell
554
-2,141
-79% -$189K 0.02% 387
2023
Q4 		$251K Buy
+2,695
New +$216K 0.12% 161
2023
Q3 		– Sell
-2,591
Closed -$221K – 1369
2023
Q2 		$221K Sell
2,591
-574
-18% -$49.1K 0.11% 190
2023
Q1 		$278K Buy
3,165
+91
+3% +$8.49K 0.15% 141
2022
Q4 		$261K Sell
3,074
-99
-3% -$8.44K 0.15% 140
2022
Q3 		$251K Buy
3,173
+56
+2% +$4.72K 0.15% 154
2022
Q2 		$237K Buy
3,117
+5
+0.2% +$410 0.15% 144
2022
Q1 		$272K Buy
3,112
+273
+10% +$26.3K 0.13% 148
2021
Q4 		$279K Buy
2,839
+2,827
+23,558% +$282K 0.13% 156
2021
Q3 		$1K Sell
12
-23
-66% -$2.28K ﹤0.01% 1283
2021
Q2 		$3K Buy
35
+27
+338% +$2.31K ﹤0.01% 1222
2021
Q1 		$1K Hold
8
– – ﹤0.01% 1295
2020
Q4 		$1K Sell
8
-183
-96% -$10.5K ﹤0.01% 1043
2020
Q3 		$9K Buy
+191
New +$9.62K 0.01% 706

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

Newbridge Financial Services Group's MS Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its Morgan Stanley (MS) stake by 90% in Q1 2026, selling an estimated $833K and leaving 521 shares worth $85.8K. The position accounts for 0.01% of the portfolio, ranked #337.

Newbridge Financial Services Group first reported a position in MS in Q3 2020 and has held it in 21 quarters since. The position peaked at $947K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Newbridge Financial Services Group held 521 shares of Morgan Stanley worth $85.8K as of Q1 2026.
  • Newbridge Financial Services Group sold 4,812 Morgan Stanley shares in Q1 2026, an estimated $833K.
  • Morgan Stanley made up 0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #337 holding.
  • Newbridge Financial Services Group first reported a position in Morgan Stanley in Q3 2020 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's Morgan Stanley position peaked at $947K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.