Strategic Blueprint
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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
Q3 		$985K Sell
5,237
-854
-14% -$181K 0.05% 315
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% -$6.6K 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 $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Strategic Blueprint's MS Position: Q3 2026 in Review

Strategic Blueprint reduced its Morgan Stanley (MS) stake by 14% in Q3 2026, selling an estimated $181K and leaving 5,237 shares worth $985K. The position accounts for 0.05% of the portfolio, ranked #315.

Strategic Blueprint first reported a position in MS in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.27M in Q2 2026. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Strategic Blueprint held 5,237 shares of Morgan Stanley worth $985K as of Q3 2026.
  • Strategic Blueprint sold 854 Morgan Stanley shares in Q3 2026, an estimated $181K.
  • Morgan Stanley made up 0.05% of Strategic Blueprint's portfolio in Q3 2026, its #315 holding.
  • Strategic Blueprint first reported a position in Morgan Stanley in Q3 2020 and has held it in 25 quarters since.
  • Strategic Blueprint's Morgan Stanley position peaked at $1.27M in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.