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Blueprint Investment Partners’s Morgan Stanley MS Stock Holding History

Blueprint Investment Partners’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
2025
Q1 		– Sell
-4,823
Closed -$606K – 167
2024
Q4 		$606K Buy
4,823
+1,609
+50% +$198K 0.1% 110
2024
Q3 		$335K Sell
3,214
-2,077
-39% -$209K 0.06% 129
2024
Q2 		$514K Sell
5,291
-936
-15% -$89.1K 0.11% 81
2024
Q1 		$586K Buy
6,227
+3,432
+123% +$302K 0.12% 76
2023
Q4 		$261K Buy
+2,795
New +$224K 0.07% 110
2023
Q2 		– Sell
-8,428
Closed -$740K – 194
2023
Q1 		$740K Sell
8,428
-557
-6% -$52K 0.17% 78
2022
Q4 		$764K Buy
8,985
+5,275
+142% +$450K 0.16% 93
2022
Q3 		$293K Buy
+3,710
New +$313K 0.08% 103
2022
Q2 		– Sell
-2,813
Closed -$246K – 195
2022
Q1 		$246K Sell
2,813
-5,072
-64% -$489K 0.06% 148
2021
Q4 		$774K Buy
7,885
+2,028
+35% +$202K 0.19% 93
2021
Q3 		$570K Buy
+5,857
New +$580K 0.28% 58

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blueprint Investment Partners's MS Position: Q1 2025 in Review

Blueprint Investment Partners sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 4,823 shares — an estimated $606K sold.

Blueprint Investment Partners first reported a position in MS in Q3 2021 and held it in 11 quarters. The position peaked at $774K in Q4 2021. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Blueprint Investment Partners reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Blueprint Investment Partners sold 4,823 Morgan Stanley shares in Q1 2025, an estimated $606K.
  • Blueprint Investment Partners first reported a position in Morgan Stanley in Q3 2021 and held it in 11 quarters.
  • Blueprint Investment Partners's Morgan Stanley position peaked at $774K in Q4 2021.
  • 2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.