BSL
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Blue Sparrow LLC’s Morgan Stanley MS Stock Holding History

Blue Sparrow LLC’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 		$91.2M Sell
436,465
-420,656
-49% -$83.3M 0.89% 28
2026
Q1 		$141M Sell
857,121
-209,580
-20% -$36.3M 2.41% 13
2025
Q4 		$189M Buy
+1,066,701
New +$178M 3.57% 7

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 Sparrow LLC's MS Position: Q2 2026 in Review

Blue Sparrow LLC reduced its Morgan Stanley (MS) stake by 49% in Q2 2026, selling an estimated $83.3M and leaving 436,465 shares worth $91.2M. The position accounts for 0.89% of the portfolio, ranked #28.

Blue Sparrow LLC first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $189M in Q4 2025. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Blue Sparrow LLC held 436,465 shares of Morgan Stanley worth $91.2M as of Q2 2026.
  • Blue Sparrow LLC sold 420,656 Morgan Stanley shares in Q2 2026, an estimated $83.3M.
  • Morgan Stanley made up 0.89% of Blue Sparrow LLC's portfolio in Q2 2026, its #28 holding.
  • Blue Sparrow LLC first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Blue Sparrow LLC's Morgan Stanley position peaked at $189M in Q4 2025.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Blue Sparrow LLC's 13F filing for Q2 2026, filed 14 Aug 2026.