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Stonebrook Private’s Morgan Stanley MS Stock Holding History

Stonebrook Private’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 		$414K Buy
1,982
+104
+6% +$20.6K 0.08% 145
2026
Q1 		$309K Buy
1,878
+31
+2% +$5.37K 0.07% 160
2025
Q4 		$328K Buy
1,847
+83
+5% +$13.8K 0.07% 150
2025
Q3 		$280K Buy
1,764
+117
+7% +$17.3K 0.06% 161
2025
Q2 		$232K Buy
+1,647
New +$202K 0.05% 177

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stonebrook Private's MS Position: Q2 2026 in Review

Stonebrook Private increased its Morgan Stanley (MS) stake by 5.5% in Q2 2026, buying an estimated $20.6K and bringing the position to 1,982 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #145.

Stonebrook Private first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Stonebrook Private held 1,982 shares of Morgan Stanley worth $414K as of Q2 2026.
  • Stonebrook Private bought 104 Morgan Stanley shares in Q2 2026, an estimated $20.6K.
  • Morgan Stanley made up 0.08% of Stonebrook Private's portfolio in Q2 2026, its #145 holding.
  • Stonebrook Private first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.