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Blueshift Asset Management’s Morgan Stanley MS Stock Holding History

Blueshift Asset 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 		$401K Buy
+1,917
New +$380K 0.09% 277
2026
Q1 		– Sell
-1,780
Closed -$316K – 591
2025
Q4 		$316K Buy
+1,780
New +$297K 0.09% 316
2025
Q3 		– Sell
-7,179
Closed -$1.01M – 568
2025
Q2 		$1.01M Buy
+7,179
New +$882K 0.31% 66
2024
Q1 		– Sell
-2,458
Closed -$229K – 342
2023
Q4 		$229K Sell
2,458
-5,545
-69% -$444K 0.12% 220
2023
Q3 		$654K Sell
8,003
-1,794
-18% -$156K 0.39% 66
2023
Q2 		$837K Buy
9,797
+1,812
+23% +$155K 0.32% 72
2023
Q1 		$701K Buy
+7,985
New +$745K 0.29% 95
2022
Q4 		– Sell
-7,914
Closed -$625K – 524
2022
Q3 		$625K Buy
+7,914
New +$667K 0.13% 225
2022
Q2 		– Sell
-2,858
Closed -$250K – 895
2022
Q1 		$250K Buy
2,858
+226
+9% +$21.8K 0.02% 672
2021
Q4 		$258K Sell
2,632
-26,831
-91% -$2.67M 0.02% 679
2021
Q3 		$2.87M Buy
29,463
+18,693
+174% +$1.85M 0.16% 172
2021
Q2 		$988K Sell
10,770
-65,078
-86% -$5.58M 0.05% 360
2021
Q1 		$5.89M Buy
75,848
+57,358
+310% +$4.4M 0.6% 23
2020
Q4 		$1.27M Buy
18,490
+10,984
+146% +$630K 0.15% 214
2020
Q3 		$363K Buy
+7,506
New +$378K 0.05% 410
2020
Q1 		– Sell
-25,058
Closed -$1.28M – 496
2019
Q4 		$1.28M Sell
25,058
-21,077
-46% -$998K 0.15% 216
2019
Q3 		$1.97M Sell
46,135
-28,207
-38% -$1.21M 0.3% 77
2019
Q2 		$3.26M Buy
74,342
+51,718
+229% +$2.31M 0.43% 32
2019
Q1 		$955K Buy
+22,624
New +$952K 0.13% 257

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Blueshift Asset Management's MS Position: Q2 2026 in Review

Blueshift Asset Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,917 shares worth $401K. The stake represents 0.09% of the portfolio and ranks #277 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in MS as recently as Q4 2025.

Blueshift Asset Management first reported a position in MS in Q1 2019 and has held it in 19 quarters since. The position peaked at $5.89M in Q1 2021. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Blueshift Asset Management held 1,917 shares of Morgan Stanley worth $401K as of Q2 2026.
  • Morgan Stanley was a new Blueshift Asset Management position in Q2 2026.
  • Morgan Stanley made up 0.09% of Blueshift Asset Management's portfolio in Q2 2026, its #277 holding.
  • Blueshift Asset Management first reported a position in Morgan Stanley in Q1 2019 and has held it in 19 quarters since.
  • Blueshift Asset Management's Morgan Stanley position peaked at $5.89M in Q1 2021.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.