BCM
MS icon

BluePath Capital Management’s Morgan Stanley MS Stock Holding History

BluePath 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
2026
Q2 		$1.62M Sell
7,742
-16
-0.2% -$3.17K 0.89% 26
2026
Q1 		$1.28M Sell
7,758
-858
-10% -$149K 0.88% 33
2025
Q4 		$1.53M Buy
8,616
+564
+7% +$94.1K 1.03% 18
2025
Q3 		$1.28M Buy
8,052
+840
+12% +$124K 0.94% 29
2025
Q2 		$1.02M Buy
7,212
+720
+11% +$88.4K 0.89% 33
2025
Q1 		$757K Sell
6,492
-3,460
-35% -$446K 0.79% 39
2024
Q4 		$1.23M Buy
9,952
+1,352
+16% +$167K 0.66% 33
2024
Q3 		$896K Buy
8,600
+1,381
+19% +$139K 0.55% 46
2024
Q2 		$702K Buy
7,219
+2,152
+42% +$205K 0.49% 58
2024
Q1 		$477K Buy
5,067
+1,134
+29% +$99.9K 0.36% 72
2023
Q4 		$360K Buy
3,933
+1,213
+45% +$97K 0.31% 76
2023
Q3 		$222K Buy
+2,720
New +$236K 0.2% 89

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BluePath Capital Management's MS Position: Q2 2026 in Review

BluePath Capital Management reduced its Morgan Stanley (MS) stake by 0.21% in Q2 2026, selling an estimated $3.17K and leaving 7,742 shares worth $1.62M. The position accounts for 0.89% of the portfolio, ranked #26.

BluePath Capital Management first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • BluePath Capital Management held 7,742 shares of Morgan Stanley worth $1.62M as of Q2 2026.
  • BluePath Capital Management sold 16 Morgan Stanley shares in Q2 2026, an estimated $3.17K.
  • Morgan Stanley made up 0.89% of BluePath Capital Management's portfolio in Q2 2026, its #26 holding.
  • BluePath Capital Management first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.