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Blue Bell Private Wealth Management’s Morgan Stanley MS Stock Holding History

Blue Bell Private Wealth Management’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 		$362K Hold
2,197
– – 0.05% 205
2025
Q4 		$390K Hold
2,197
– – 0.06% 183
2025
Q3 		$349K Buy
2,197
+124
+6% +$18.3K 0.05% 186
2025
Q2 		$292K Buy
2,073
+112
+6% +$13.8K 0.05% 193
2025
Q1 		$229K Buy
1,961
+10
+0.5% +$1.29K 0.04% 203
2024
Q4 		$245K Sell
1,951
-60
-3% -$7.39K 0.05% 189
2024
Q3 		$210K Buy
2,011
+115
+6% +$11.6K 0.04% 208
2024
Q2 		$184K Buy
1,896
+85
+5% +$8.09K 0.04% 199
2024
Q1 		$171K Sell
1,811
-296
-14% -$26.1K 0.04% 200
2023
Q4 		$196K Hold
2,107
– – 0.05% 170
2023
Q3 		$172K Buy
2,107
+318
+18% +$27.6K 0.05% 159
2023
Q2 		$153K Hold
1,789
– – 0.04% 159
2023
Q1 		$157K Buy
1,789
+15
+0.8% +$1.4K 0.05% 138
2022
Q4 		$151K Buy
1,774
+10
+0.6% +$852 0.05% 133
2022
Q3 		$139K Sell
1,764
-69
-4% -$5.82K 0.05% 131
2022
Q2 		$139K Sell
1,833
-50
-3% -$4.09K 0.05% 131
2022
Q1 		$165K Hold
1,883
– – 0.05% 117
2021
Q4 		$185K Buy
+1,883
New +$188K 0.05% 107
2016
Q4 		– Sell
-1,311
Closed -$43K – 347
2016
Q3 		$43K Hold
1,311
– – 0.03% 224
2016
Q2 		$35K Hold
1,311
– – 0.02% 241
2016
Q1 		$33K Hold
1,311
– – 0.02% 252
2015
Q4 		$42K Sell
1,311
-100
-7% -$3.32K 0.03% 231
2015
Q3 		$44K Sell
1,411
-200
-12% -$7.28K 0.03% 231
2015
Q2 		$62K Hold
1,611
– – 0.04% 195
2015
Q1 		$57K Sell
1,611
-550
-25% -$19.7K 0.03% 206
2014
Q4 		$83K Buy
2,161
+19
+0.9% +$676 0.05% 178
2014
Q3 		$74K Sell
2,142
-300
-12% -$10K 0.04% 194
2014
Q2 		$79K Hold
2,442
– – 0.05% 182
2014
Q1 		$76K Buy
2,442
+16
+0.7% +$494 0.05% 160
2013
Q4 		$76K Buy
+2,426
New +$72.1K 0.06% 154

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

Blue Bell Private Wealth Management's MS Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Morgan Stanley (MS) position steady in Q1 2026 at 2,197 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #205.

Blue Bell Private Wealth Management first reported a position in MS in Q4 2013 and has held it in 30 quarters since. The position peaked at $390K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Blue Bell Private Wealth Management held 2,197 shares of Morgan Stanley worth $362K as of Q1 2026.
  • Blue Bell Private Wealth Management left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.05% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Blue Bell Private Wealth Management first reported a position in Morgan Stanley in Q4 2013 and has held it in 30 quarters since.
  • Blue Bell Private Wealth Management's Morgan Stanley position peaked at $390K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.