BF
MS icon

bLong Financial’s Morgan Stanley MS Stock Holding History

bLong Financial’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 		$1.73M Sell
8,259
-100
-1% -$19.8K 1.12% 17
2026
Q1 		$1.38M Sell
8,359
-100
-1% -$17.3K 1.04% 15
2025
Q4 		$1.5M Sell
8,459
-100
-1% -$16.7K 1.05% 16
2025
Q3 		$1.36M Sell
8,559
-100
-1% -$14.8K 0.95% 18
2025
Q2 		$1.22M Sell
8,659
-200
-2% -$24.6K 0.94% 18
2025
Q1 		$1.03M Sell
8,859
-12
-0.1% -$1.55K 0.92% 21
2024
Q4 		$1.12M Buy
+8,871
New +$1.09M 0.92% 20

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

bLong Financial's MS Position: Q2 2026 in Review

bLong Financial reduced its Morgan Stanley (MS) stake by 1.2% in Q2 2026, selling an estimated $19.8K and leaving 8,259 shares worth $1.73M. The position accounts for 1.12% of the portfolio, ranked #17.

bLong Financial first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • bLong Financial held 8,259 shares of Morgan Stanley worth $1.73M as of Q2 2026.
  • bLong Financial sold 100 Morgan Stanley shares in Q2 2026, an estimated $19.8K.
  • Morgan Stanley made up 1.12% of bLong Financial's portfolio in Q2 2026, its #17 holding.
  • bLong Financial first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on bLong Financial's 13F filing for Q2 2026, filed 21 Jul 2026.