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 Q3	$1.53M	Buy	8,156 +414	+5%	+$88K	0.8%	39
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%	+$100K	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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

BluePath Capital Management's MS Position: Q3 2026 in Review

BluePath Capital Management increased its Morgan Stanley (MS) stake by 5.3% in Q3 2026, buying an estimated $88K and bringing the position to 8,156 shares worth $1.53M. The position accounts for 0.8% of the portfolio, ranked #39.

BluePath Capital Management first reported a position in MS in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.62M in Q2 2026. 942 funds tracked by Wall St. Rank hold MS as of Q3 2026.

BluePath Capital Management held 8,156 shares of Morgan Stanley worth $1.53M as of Q3 2026.
BluePath Capital Management bought 414 Morgan Stanley shares in Q3 2026, an estimated $88K.
Morgan Stanley made up 0.8% of BluePath Capital Management's portfolio in Q3 2026, its #39 holding.
BluePath Capital Management first reported a position in Morgan Stanley in Q3 2023 and has held it in 13 quarters since.
BluePath Capital Management's Morgan Stanley position peaked at $1.62M in Q2 2026.
942 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.