Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,738,183
+$3,698,533 QoQ
Shares Held
94,423
-3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#426
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Blue Chip Partners, LLC holds $19,738,183 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
94,423 | $19,738,183 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,738,183 | 94,423 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,039,650 | 97,464 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,249,728 | 102,798 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $41,804,731 | 262,989 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $37,871,478 | 268,859 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $32,344,890 | 277,234 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $35,089,457 | 279,108 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $29,773,133 | 285,621 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $27,725,974 | 285,276 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $26,080,342 | 276,979 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $25,407,361 | 272,465 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $21,858,648 | 267,646 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $22,644,407 | 265,157 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $23,170,683 | 263,903 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $22,407,276 | 263,553 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $20,806,098 | 263,335 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $19,527,416 | 256,737 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $21,824,304 | 249,706 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $24,041,249 | 244,919 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $23,441,103 | 240,891 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $21,847,618 | 238,277 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $18,386,781 | 236,760 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $16,027,042 | 233,869 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $817,743 | 16,913 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,007,538 | 20,860 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $783,224 | 23,036 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||