Morgan Stanley
SDM

Morgan Stanley’s Smart Digital Group SDM Stock Holding History

Morgan Stanley’s Portfolio SDM Stock Details SDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,238
Closed -$2.29K – 8675
2026
Q1 		$2.29K Hold
1,238
– – ﹤0.01% 7308
2025
Q4 		$2.29K Hold
1,238
– – ﹤0.01% 7220
2025
Q3 		$2.29K Buy
+1,238
New +$17K ﹤0.01% 7279

Other funds holding SDM

MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley's SDM Position: Q2 2026 in Review

Morgan Stanley sold out of Smart Digital Group (SDM) in Q2 2026, closing a stake of 1,238 shares — an estimated $2.29K sold.

Morgan Stanley first reported a position in SDM in Q3 2025 and held it in 3 quarters. The position peaked at $2.29K in Q1 2026. 2 funds tracked by Wall St. Rank hold SDM as of Q2 2026.

  • Morgan Stanley reported no remaining Smart Digital Group position as of Q2 2026 after selling out during the quarter.
  • Morgan Stanley sold 1,238 Smart Digital Group shares in Q2 2026, an estimated $2.29K.
  • Morgan Stanley first reported a position in Smart Digital Group in Q3 2025 and held it in 3 quarters.
  • Morgan Stanley's Smart Digital Group position peaked at $2.29K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Smart Digital Group as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.