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Blue Edge Capital’s Morgan Stanley MS Stock Holding History

Blue Edge Capital’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 		$200K Sell
959
-257
-21% -$50.9K 0.02% 137
2026
Q1 		$200K Sell
1,216
-104
-8% -$18K 0.03% 134
2025
Q4 		$234K Buy
+1,320
New +$220K 0.03% 123

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Blue Edge Capital's MS Position: Q2 2026 in Review

Blue Edge Capital reduced its Morgan Stanley (MS) stake by 21% in Q2 2026, selling an estimated $50.9K and leaving 959 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #137.

Blue Edge Capital first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $234K in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Blue Edge Capital held 959 shares of Morgan Stanley worth $200K as of Q2 2026.
  • Blue Edge Capital sold 257 Morgan Stanley shares in Q2 2026, an estimated $50.9K.
  • Morgan Stanley made up 0.02% of Blue Edge Capital's portfolio in Q2 2026, its #137 holding.
  • Blue Edge Capital first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Blue Edge Capital's Morgan Stanley position peaked at $234K in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.