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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
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 $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

Strategic Blueprint's MS Position: Q1 2026 in Review

Strategic Blueprint reduced its Morgan Stanley (MS) stake by 5.2% in Q1 2026, selling an estimated $54.9K and leaving 5,744 shares worth $945K. The position accounts for 0.06% of the portfolio, ranked #289.

Strategic Blueprint first reported a position in MS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.08M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Strategic Blueprint held 5,744 shares of Morgan Stanley worth $945K as of Q1 2026.
  • Strategic Blueprint sold 317 Morgan Stanley shares in Q1 2026, an estimated $54.9K.
  • Morgan Stanley made up 0.06% of Strategic Blueprint's portfolio in Q1 2026, its #289 holding.
  • Strategic Blueprint first reported a position in Morgan Stanley in Q3 2020 and has held it in 23 quarters since.
  • Strategic Blueprint's Morgan Stanley position peaked at $1.08M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.