Morgan Stanley’s Sadot Group SDOT Stock Holding History

Morgan Stanley’s Portfolio SDOT Stock Details SDOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	8215
2025 Q4	–	Hold	0	–	–	–	8146
2025 Q3	–	Hold	0	–	–	–	7961
2025 Q2	–	Hold	0	–	–	–	7684
2025 Q1	–	Hold	0	–	–	–	7495
2024 Q4	–	Hold	0	–	–	–	7403
2024 Q3	–	Sell	-5	Closed	-$4.38K	–	7366
2024 Q2	$3.68K	Hold	5	–	–	﹤0.01%	6930
2024 Q1	$2.88K	Sell	5 -4	-44%	-$2.85K	﹤0.01%	7010
2023 Q4	$7.25K	Buy	9 +4	+80%	+$4.68K	﹤0.01%	6912
2023 Q3	$6.33K	Sell	5 -12	-71%	-$26K	﹤0.01%	6860
2023 Q2	$40.5K	Hold	17	–	–	﹤0.01%	6302
2023 Q1	$36.4K	Buy	17 +12	+240%	+$26.7K	﹤0.01%	6396
2022 Q4	$8.24K	Hold	5	–	–	﹤0.01%	7000
2022 Q3	$3K	Hold	5	–	–	﹤0.01%	7395
2022 Q2	$3K	Hold	5	–	–	﹤0.01%	7525
2022 Q1	$5K	Hold	5	–	–	﹤0.01%	7588
2021 Q4	$7K	Hold	5	–	–	﹤0.01%	7576
2021 Q3	$10K	Hold	5	–	–	﹤0.01%	7329
2021 Q2	$13K	Buy	5 +1	+25%	+$3.03K	﹤0.01%	7158
2021 Q1	$20K	Hold	4	–	–	﹤0.01%	6718
2020 Q4	$12K	Buy	4 +2	+100%	+$7.48K	﹤0.01%	6591
2020 Q3	$4K	Hold	2	–	–	﹤0.01%	6480
2020 Q2	$8K	Buy	+2	New	+$8.1K	﹤0.01%	6220

Other funds holding SDOT

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Morgan Stanley's SDOT Position: Q1 2026 in Review

Morgan Stanley held its Sadot Group (SDOT) position steady in Q1 2026 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #8215.

Morgan Stanley first reported a position in SDOT in Q2 2020 and has held it in 17 quarters since. The position peaked at $40.5K in Q2 2023. 5 funds tracked by Wall St. Rank hold SDOT as of Q1 2026.

Morgan Stanley held 0 shares of Sadot Group worth $9 as of Q1 2026.
Morgan Stanley left its Sadot Group share count unchanged in Q1 2026.
Sadot Group made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8215 holding.
Morgan Stanley first reported a position in Sadot Group in Q2 2020 and has held it in 17 quarters since.
Morgan Stanley's Sadot Group position peaked at $40.5K in Q2 2023.
5 funds tracked by Wall St. Rank held Sadot Group as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.