Blue Bell Private Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $459K | Hold |
2,197
| – | – | 0.06% | 196 |
|
|
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
Blue Bell Private Wealth Management's MS Position: Q2 2026 in Review
Blue Bell Private Wealth Management held its Morgan Stanley (MS) position steady in Q2 2026 at 2,197 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #196.
Blue Bell Private Wealth Management first reported a position in MS in Q4 2013 and has held it in 31 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Blue Bell Private Wealth Management held 2,197 shares of Morgan Stanley worth $459K as of Q2 2026.
- Blue Bell Private Wealth Management left its Morgan Stanley share count unchanged in Q2 2026.
- Morgan Stanley made up 0.06% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #196 holding.
- Blue Bell Private Wealth Management first reported a position in Morgan Stanley in Q4 2013 and has held it in 31 quarters since.
- 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.