Bluefin Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-7,100
| Closed | -$1.26M | – | 188 |
|
|
2025
Q4 | $1.26M | Buy |
+7,100
| New | +$1.18M | 0.31% | 44 |
|
|
2025
Q2 | – | Sell |
-2,700
| Closed | -$315K | – | 157 |
|
|
2025
Q1 | $315K | Buy |
+2,700
| New | +$348K | 0.23% | 53 |
|
|
2023
Q4 | – | Sell |
-3,100
| Closed | -$248K | – | 288 |
|
|
2023
Q3 | $253K | Buy |
+3,100
| New | +$269K | 0.02% | 92 |
|
|
2023
Q1 | – | Sell |
-2,740
| Closed | -$233K | – | 375 |
|
|
2022
Q4 | $233K | Buy |
+2,740
| New | +$234K | 0.03% | 204 |
|
|
2022
Q3 | – | Sell |
-2,840
| Closed | -$222K | – | 654 |
|
|
2022
Q2 | $222K | Buy |
2,840
+402
| +16% | +$32.9K | 0.02% | 284 |
|
|
2022
Q1 | $213K | Sell |
2,438
-24,744
| -91% | -$2.39M | 0.02% | 319 |
|
|
2021
Q4 | $2.67M | Buy |
27,182
+12,693
| +88% | +$1.26M | 0.19% | 97 |
|
|
2021
Q3 | $1.41M | Sell |
14,489
-41,807
| -74% | -$4.14M | 0.14% | 119 |
|
|
2021
Q2 | $5.16M | Buy |
56,296
+51,896
| +1,179% | +$4.45M | 0.33% | 59 |
|
|
2021
Q1 | $342K | Buy |
4,400
+833
| +23% | +$63.8K | 0.02% | 364 |
|
|
2020
Q4 | $244K | Buy |
+3,567
| New | +$205K | 0.01% | 395 |
|
|
2020
Q3 | – | Sell |
-4,328
| Closed | -$209K | – | 530 |
|
|
2020
Q2 | $209K | Buy |
+4,328
| New | +$182K | 0.02% | 230 |
|
|
2020
Q1 | – | Sell |
-47,584
| Closed | -$2.43M | – | 585 |
|
|
2019
Q4 | $2.43M | Buy |
47,584
+40,880
| +610% | +$1.93M | 0.16% | 137 |
|
|
2019
Q3 | $286K | Buy |
+6,704
| New | +$287K | 0.04% | 235 |
|
|
2018
Q2 | – | Sell |
-12,511
| Closed | -$675K | – | 478 |
|
|
2018
Q1 | $675K | Buy |
12,511
+6,931
| +124% | +$384K | 0.05% | 173 |
|
|
2017
Q4 | $293K | Buy |
+5,580
| New | +$282K | 0.02% | 303 |
|
|
2017
Q2 | – | Sell |
-12,754
| Closed | -$546K | – | 570 |
|
|
2017
Q1 | $546K | Buy |
12,754
+8,154
| +177% | +$362K | 0.07% | 189 |
|
|
2016
Q4 | $194K | Sell |
4,600
-7,336
| -61% | -$277K | 0.01% | 336 |
|
|
2016
Q3 | $383K | Buy |
11,936
+1,695
| +17% | +$50.6K | 0.01% | 216 |
|
|
2016
Q2 | $266K | Buy |
10,241
+9,641
| +1,607% | +$252K | 0.03% | 267 |
|
|
2016
Q1 | $15K | Buy |
+600
| New | +$15.3K | ﹤0.01% | 435 |
|
|
2015
Q4 | – | Sell |
-7,822
| Closed | -$246K | – | 742 |
|
|
2015
Q3 | $246K | Buy |
7,822
+536
| +7% | +$19.5K | 0.02% | 326 |
|
|
2015
Q2 | $283K | Sell |
7,286
-3,514
| -33% | -$134K | 0.02% | 369 |
|
|
2015
Q1 | $385K | Buy |
10,800
+4,813
| +80% | +$173K | 0.04% | 298 |
|
|
2014
Q4 | $232K | Buy |
+5,987
| New | +$213K | 0.01% | 495 |
|
|
2014
Q2 | – | Sell |
-95,000
| Closed | -$3M | – | 752 |
|
|
2014
Q1 | $3M | Buy |
+95,000
| New | +$2.93M | 0.19% | 94 |
|
|
2013
Q4 | – | Sell |
-15,270
| Closed | -$454K | – | 395 |
|
|
2013
Q3 | $400K | Buy |
+15,270
| New | +$410K | 0.04% | 290 |
|
Other funds holding MS
VCM
VPM
Bluefin Capital Management's MS Position: Q1 2026 in Review
Bluefin Capital Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 7,100 shares — an estimated $1.26M sold.
Bluefin Capital Management first reported a position in MS in Q3 2013 and held it in 27 quarters. The position peaked at $5.16M in Q2 2021. 2,492 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Bluefin Capital Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
- Bluefin Capital Management sold 7,100 Morgan Stanley shares in Q1 2026, an estimated $1.26M.
- Bluefin Capital Management first reported a position in Morgan Stanley in Q3 2013 and held it in 27 quarters.
- Bluefin Capital Management's Morgan Stanley position peaked at $5.16M in Q2 2021.
- 2,492 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.