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	-80,000	Closed	-$8.28K	–	243
2023 Q4	$8.28K	Buy	+80,000	New	+$6.4M	﹤0.01%	187
2022 Q3	–	Sell	-28,000	Closed	-$615K	–	655
2022 Q2	$615K	Buy	+28,000	New	+$2.29M	0.07%	165
2022 Q1	–	Sell	-41,800	Closed	-$5K	–	863
2021 Q4	$5K	Buy	41,800 +10,000	+31%	+$996K	﹤0.01%	835
2021 Q3	$7K	Buy	31,800 +300	+1%	+$29.7K	﹤0.01%	674
2021 Q2	$6K	Buy	+31,500	New	+$2.7M	﹤0.01%	620
2018 Q2	–	Sell	-10,000	Closed	-$13K	–	479
2018 Q1	$13K	Buy	+10,000	New	+$554K	﹤0.01%	380
2017 Q2	–	Sell	-42,600	Closed	-$9K	–	571
2017 Q1	$9K	Buy	+42,600	New	+$1.89M	﹤0.01%	414
2016 Q4	–	Sell	-64,600	Closed	-$27K	–	581
2016 Q3	$27K	Sell	64,600 -11,500	-15%	-$343K	﹤0.01%	365
2016 Q2	$13K	Buy	76,100 +52,600	+224%	+$1.38M	﹤0.01%	422
2016 Q1	$24K	Buy	+23,500	New	+$600K	﹤0.01%	418
2013 Q4	–	Sell	-11,461	Closed	-$400K	–	396
2013 Q3	$400K	Buy	11,461 +5,161	+82%	+$138K	0.04%	291
2013 Q2	$900K	Buy	+6,300	New	+$149K	0.08%	232

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.