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Blue Chip Partners’s Morgan Stanley MS Stock Holding History

Blue Chip Partners’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 		$16M Sell
97,464
-5,334
-5% -$923K 1.15% 35
2025
Q4 		$18.2M Sell
102,798
-160,191
-61% -$26.7M 1.32% 30
2025
Q3 		$41.8M Sell
262,989
-5,870
-2% -$867K 3.13% 9
2025
Q2 		$37.9M Sell
268,859
-8,375
-3% -$1.03M 3.09% 8
2025
Q1 		$32.3M Sell
277,234
-1,874
-0.7% -$241K 2.79% 9
2024
Q4 		$35.1M Sell
279,108
-6,513
-2% -$802K 3.02% 7
2024
Q3 		$29.8M Buy
285,621
+345
+0.1% +$34.7K 2.59% 11
2024
Q2 		$27.7M Buy
285,276
+8,297
+3% +$790K 2.56% 10
2024
Q1 		$26.1M Buy
276,979
+4,514
+2% +$398K 2.53% 10
2023
Q4 		$25.4M Buy
272,465
+4,819
+2% +$386K 2.65% 11
2023
Q3 		$21.9M Buy
267,646
+2,489
+0.9% +$216K 2.6% 10
2023
Q2 		$22.6M Buy
265,157
+1,254
+0.5% +$107K 2.57% 12
2023
Q1 		$23.2M Buy
263,903
+350
+0.1% +$32.7K 2.75% 9
2022
Q4 		$22.4M Buy
263,553
+218
+0.1% +$18.6K 2.79% 9
2022
Q3 		$20.8M Buy
263,335
+6,598
+3% +$556K 2.85% 9
2022
Q2 		$19.5M Buy
256,737
+7,031
+3% +$576K 2.49% 12
2022
Q1 		$21.8M Buy
249,706
+4,787
+2% +$462K 2.71% 10
2021
Q4 		$24M Buy
244,919
+4,028
+2% +$401K 3.02% 12
2021
Q3 		$23.4M Buy
240,891
+2,614
+1% +$259K 3.29% 8
2021
Q2 		$21.8M Buy
238,277
+1,517
+0.6% +$130K 3.12% 9
2021
Q1 		$18.4M Buy
236,760
+2,891
+1% +$222K 2.82% 9
2020
Q4 		$16M Buy
233,869
+216,956
+1,283% +$12.4M 2.51% 17
2020
Q3 		$818K Sell
16,913
-3,947
-19% -$199K 0.15% 56
2020
Q2 		$1.01M Sell
20,860
-2,176
-9% -$91.4K 0.2% 55
2020
Q1 		$783K Buy
23,036
+19,493
+550% +$918K 0.19% 54
2019
Q4 		$181K Buy
+3,543
New +$168K 0.03% 136

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 Chip Partners's MS Position: Q1 2026 in Review

Blue Chip Partners reduced its Morgan Stanley (MS) stake by 5.2% in Q1 2026, selling an estimated $923K and leaving 97,464 shares worth $16M. The position accounts for 1.15% of the portfolio, ranked #35.

Blue Chip Partners first reported a position in MS in Q4 2019 and has held it in 26 quarters since. The position peaked at $41.8M in Q3 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Blue Chip Partners held 97,464 shares of Morgan Stanley worth $16M as of Q1 2026.
  • Blue Chip Partners sold 5,334 Morgan Stanley shares in Q1 2026, an estimated $923K.
  • Morgan Stanley made up 1.15% of Blue Chip Partners's portfolio in Q1 2026, its #35 holding.
  • Blue Chip Partners first reported a position in Morgan Stanley in Q4 2019 and has held it in 26 quarters since.
  • Blue Chip Partners's Morgan Stanley position peaked at $41.8M in Q3 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.