Bluefin Capital Management’s Morgan Stanley MS Stock Holding History

Bluefin Capital Management’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
2024 Q1	–	Sell	-101,100	Closed	-$256K	–	242
2023 Q4	$256K	Buy	+101,100	New	+$8.09M	0.02%	103
2021 Q4	–	Sell	-50,000	Closed	-$88K	–	1019
2021 Q3	$88K	Buy	+50,000	New	+$4.95M	0.01%	521
2020 Q1	–	Sell	-100,000	Closed	-$55K	–	584
2019 Q4	$55K	Buy	+100,000	New	+$4.73M	﹤0.01%	453
2014 Q1	–	Sell	-3,257	Closed	-$2.87M	–	511
2013 Q4	$2.87M	Sell	3,257 -2,676	-45%	-$79.6K	0.22%	93
2013 Q3	$1.7M	Buy	5,933 +2,228	+60%	+$59.8K	0.16%	130
2013 Q2	$1.2M	Buy	+3,705	New	+$87.9K	0.11%	190

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.