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 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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tower Bridge Advisors's MS Position: Q2 2026 in Review

Tower Bridge Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,861 shares worth $389K. The stake represents 0.04% of the portfolio and ranks #187 among its holdings. This is a return to the name: Tower Bridge Advisors previously reported a position in MS as recently as Q1 2023.

Tower Bridge Advisors first reported a position in MS in Q1 2021 and has held it in 10 quarters since. The position peaked at $458K in Q1 2022. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Tower Bridge Advisors held 1,861 shares of Morgan Stanley worth $389K as of Q2 2026.
Morgan Stanley was a new Tower Bridge Advisors position in Q2 2026.
Morgan Stanley made up 0.04% of Tower Bridge Advisors's portfolio in Q2 2026, its #187 holding.
Tower Bridge Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 10 quarters since.
Tower Bridge Advisors's Morgan Stanley position peaked at $458K in Q1 2022.
2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Tower Bridge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.