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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
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 $62.1B AUM 41.06% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Blueshift Asset Management's MS Position: Q1 2026 in Review

Blueshift Asset Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,780 shares — an estimated $316K sold.

Blueshift Asset Management first reported a position in MS in Q1 2019 and held it in 18 quarters. The position peaked at $5.89M in Q1 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Blueshift Asset Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Blueshift Asset Management sold 1,780 Morgan Stanley shares in Q1 2026, an estimated $316K.
  • Blueshift Asset Management first reported a position in Morgan Stanley in Q1 2019 and held it in 18 quarters.
  • Blueshift Asset Management's Morgan Stanley position peaked at $5.89M in Q1 2021.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Blueshift Asset Management's 13F filing for Q1 2026, filed 14 May 2026.