Tower Bridge Advisors’s Morgan Stanley MS Stock Holding History

Tower Bridge Advisors’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 Q3	$350K	Hold	1,861	–	–	0.03%	189
2026 Q2	$389K	Buy	+1,861	New	+$369K	0.04%	187
2023 Q2	–	Sell	-2,542	Closed	-$223K	–	219
2023 Q1	$223K	Sell	2,542 -1,200	-32%	-$112K	0.02%	223
2022 Q4	$318K	Sell	3,742 -1,500	-29%	-$128K	0.03%	202
2022 Q3	$414K	Hold	5,242	–	–	0.04%	179
2022 Q2	$399K	Hold	5,242	–	–	0.03%	192
2022 Q1	$458K	Buy	5,242 +900	+21%	+$86.8K	0.03%	200
2021 Q4	$426K	Hold	4,342	–	–	0.03%	205
2021 Q3	$423K	Hold	4,342	–	–	0.03%	200
2021 Q2	$398K	Buy	4,342 +40	+0.9%	+$3.43K	0.03%	197
2021 Q1	$334K	Buy	+4,302	New	+$330K	0.03%	201

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Tower Bridge Advisors's MS Position: Q3 2026 in Review

Tower Bridge Advisors held its Morgan Stanley (MS) position steady in Q3 2026 at 1,861 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #189.

Tower Bridge Advisors first reported a position in MS in Q1 2021 and has held it in 11 quarters since. The position peaked at $458K in Q1 2022. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Tower Bridge Advisors held 1,861 shares of Morgan Stanley worth $350K as of Q3 2026.
Tower Bridge Advisors left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.03% of Tower Bridge Advisors's portfolio in Q3 2026, its #189 holding.
Tower Bridge Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 11 quarters since.
Tower Bridge Advisors's Morgan Stanley position peaked at $458K in Q1 2022.
1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Tower Bridge Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.