Blueshift Asset Management, LLC

Position in MS — Morgan Stanley

CIK 1727827 RED BANK, NJ

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$400,729

+$84,726 QoQ

Shares Held

1,917

+7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,945

of 2,718 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Blueshift Asset Management, LLC holds $4,543,701 across 12 Capital Markets names. MS ranks #6 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	6,763	$624,022
2	IBKR	Interactive Brokers Group, Inc.	6,508	$566,456
3	LPLA	LPL Financial Holdings Inc.	1,806	$508,714
4	TW	Tradeweb Markets Inc.	4,738	$472,189
5	MKTX	Marketaxess Holdings Inc	4,144	$470,302
6	MS	Morgan Stanley This page	1,917	$400,729
7	HUT	Hut 8 Corp.	3,209	$370,463
8	MC	Moelis & Co	5,050	$330,371

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,729	1,917	+7.7%	Shares	Sole	2026-08-14
2025-12-31	$316,003	1,780	-75.2%	Shares	Sole	2026-02-13
2025-06-30	$1,011,233	7,179	+192.1%	Shares	Sole	2025-08-13
2023-12-31	$229,208	2,458	-69.3%	Shares	Sole	2024-02-13
2023-09-30	$653,605	8,003	-18.3%	Shares	Sole	2023-11-08
2023-06-30	$836,663	9,797	+22.7%	Shares	Sole	2023-08-15
2023-03-31	$701,083	7,985	+0.9%	Shares	Sole	2023-05-12
2022-09-30	$625,285	7,914	+176.9%	Shares	Sole	2022-11-14
2022-03-31	$249,789	2,858	+8.6%	Shares	Sole	2022-05-12
2021-12-31	$258,357	2,632	-91.1%	Shares	Sole	2022-02-11
2021-09-30	$2,867,044	29,463	+173.6%	Shares	Sole	2021-11-12
2021-06-30	$987,501	10,770	-85.8%	Shares	Sole	2021-08-13
2021-03-31	$5,890,355	75,848	+310.2%	Shares	Sole	2021-05-06
2020-12-31	$1,267,119	18,490	+146.3%	Shares	Sole	2021-02-12
2020-09-30	$362,915	7,506	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.