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Strategic Blueprint’s Morgan Stanley MS Stock Holding History

Strategic Blueprint’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 		$1.27M Buy
6,091
+347
+6% +$68.7K 0.06% 273
2026
Q1 		$945K Sell
5,744
-317
-5% -$54.9K 0.06% 289
2025
Q4 		$1.08M Sell
6,061
-496
-8% -$82.7K 0.06% 264
2025
Q3 		$1.04M Buy
6,557
+115
+2% +$17K 0.05% 333
2025
Q2 		$907K Sell
6,442
-146
-2% -$17.9K 0.04% 317
2025
Q1 		$769K Buy
6,588
+72
+1% +$9.28K 0.04% 335
2024
Q4 		$819K Sell
6,516
-432
-6% -$53.2K 0.05% 303
2024
Q3 		$724K Sell
6,948
-76
-1% -$7.65K 0.05% 318
2024
Q2 		$683K Buy
7,024
+183
+3% +$17.4K 0.05% 310
2024
Q1 		$644K Sell
6,841
-75
-1% -$6.61K 0.05% 333
2023
Q4 		$645K Sell
6,916
-492
-7% -$39.4K 0.05% 311
2023
Q3 		$605K Buy
7,408
+191
+3% +$16.6K 0.06% 301
2023
Q2 		$616K Sell
7,217
-126
-2% -$10.8K 0.06% 279
2023
Q1 		$645K Buy
7,343
+32
+0.4% +$2.99K 0.07% 264
2022
Q4 		$622K Sell
7,311
-620
-8% -$52.8K 0.07% 255
2022
Q3 		$627K Buy
7,931
+2
+0% +$169 0.08% 248
2022
Q2 		$603K Sell
7,929
-157
-2% -$12.9K 0.07% 247
2022
Q1 		$707K Sell
8,086
-214
-3% -$20.6K 0.08% 230
2021
Q4 		$815K Sell
8,300
-509
-6% -$50.7K 0.1% 195
2021
Q3 		$857K Sell
8,809
-316
-3% -$31.3K 0.13% 160
2021
Q2 		$837K Buy
9,125
+1,249
+16% +$107K 0.13% 152
2021
Q1 		$612K Sell
7,876
-721
-8% -$55.3K 0.13% 143
2020
Q4 		$589K Buy
8,597
+2,114
+33% +$121K 0.15% 124
2020
Q3 		$313K Buy
+6,483
New +$327K 0.1% 170

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 $3.37T AUM 44.26% 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

Strategic Blueprint's MS Position: Q2 2026 in Review

Strategic Blueprint increased its Morgan Stanley (MS) stake by 6% in Q2 2026, buying an estimated $68.7K and bringing the position to 6,091 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #273.

Strategic Blueprint first reported a position in MS in Q3 2020 and has held it in 24 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Strategic Blueprint held 6,091 shares of Morgan Stanley worth $1.27M as of Q2 2026.
  • Strategic Blueprint bought 347 Morgan Stanley shares in Q2 2026, an estimated $68.7K.
  • Morgan Stanley made up 0.06% of Strategic Blueprint's portfolio in Q2 2026, its #273 holding.
  • Strategic Blueprint first reported a position in Morgan Stanley in Q3 2020 and has held it in 24 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.