Blue Fin Capital’s Morgan Stanley MS Stock Holding History

Blue Fin 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 Q3	$558K	Hold	2,965	–	–	0.08%	103
2026 Q2	$620K	Hold	2,965	–	–	0.09%	98
2026 Q1	$488K	Hold	2,965	–	–	0.08%	101
2025 Q4	$526K	Hold	2,965	–	–	0.08%	96
2025 Q3	$471K	Hold	2,965	–	–	0.07%	103
2025 Q2	$418K	Hold	2,965	–	–	0.07%	108
2025 Q1	$346K	Hold	2,965	–	–	0.07%	116
2024 Q4	$373K	Hold	2,965	–	–	0.07%	114
2024 Q3	$309K	Hold	2,965	–	–	0.06%	120
2024 Q2	$288K	Hold	2,965	–	–	0.06%	128
2024 Q1	$279K	Hold	2,965	–	–	0.06%	125
2023 Q4	$276K	Buy	+2,965	New	+$237K	0.07%	124

Other funds holding MS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Blue Fin Capital's MS Position: Q3 2026 in Review

Blue Fin Capital held its Morgan Stanley (MS) position steady in Q3 2026 at 2,965 shares worth $558K. The position accounts for 0.08% of the portfolio, ranked #103.

Blue Fin Capital first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $620K in Q2 2026. 1,384 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Blue Fin Capital held 2,965 shares of Morgan Stanley worth $558K as of Q3 2026.
Blue Fin Capital left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.08% of Blue Fin Capital's portfolio in Q3 2026, its #103 holding.
Blue Fin Capital first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
Blue Fin Capital's Morgan Stanley position peaked at $620K in Q2 2026.
1,384 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Blue Fin Capital's 13F filing for Q3 2026, filed 28 Oct 2026.