BEC
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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
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 $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 Edge Capital's MS Position: Q1 2026 in Review

Blue Edge Capital reduced its Morgan Stanley (MS) stake by 7.9% in Q1 2026, selling an estimated $18K and leaving 1,216 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #134.

Blue Edge Capital first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $234K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Blue Edge Capital held 1,216 shares of Morgan Stanley worth $200K as of Q1 2026.
  • Blue Edge Capital sold 104 Morgan Stanley shares in Q1 2026, an estimated $18K.
  • Morgan Stanley made up 0.03% of Blue Edge Capital's portfolio in Q1 2026, its #134 holding.
  • Blue Edge Capital first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • Blue Edge Capital's Morgan Stanley position peaked at $234K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.