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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Blue Fin Capital held its Morgan Stanley (MS) position steady in Q2 2026 at 2,965 shares worth $620K. The position accounts for 0.09% of the portfolio, ranked #98.

Blue Fin Capital first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 1,406 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Blue Fin Capital held 2,965 shares of Morgan Stanley worth $620K as of Q2 2026.
  • Blue Fin Capital left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.09% of Blue Fin Capital's portfolio in Q2 2026, its #98 holding.
  • Blue Fin Capital first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.