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BlueStem Wealth Partners’s Morgan Stanley MS Stock Holding History

BlueStem Wealth 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
2026
Q1 		– Sell
-1,245
Closed -$221K – 134
2025
Q4 		$221K Sell
1,245
-193
-13% -$32.2K 0.02% 117
2025
Q3 		$229K Sell
1,438
-553
-28% -$81.7K 0.03% 113
2025
Q2 		$281K Sell
1,991
-423
-18% -$52K 0.03% 87
2025
Q1 		$282K Buy
2,414
+67
+3% +$8.63K 0.04% 81
2024
Q4 		$295K Buy
+2,347
New +$289K 0.04% 78

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

BlueStem Wealth Partners's MS Position: Q1 2026 in Review

BlueStem Wealth Partners sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,245 shares — an estimated $221K sold.

BlueStem Wealth Partners first reported a position in MS in Q4 2024 and held it in 5 quarters. The position peaked at $295K in Q4 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • BlueStem Wealth Partners reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • BlueStem Wealth Partners sold 1,245 Morgan Stanley shares in Q1 2026, an estimated $221K.
  • BlueStem Wealth Partners first reported a position in Morgan Stanley in Q4 2024 and held it in 5 quarters.
  • BlueStem Wealth Partners's Morgan Stanley position peaked at $295K in Q4 2024.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.