Morgan Stanley
SHFS icon

Morgan Stanley’s SHF Holdings SHFS Stock Holding History

Morgan Stanley’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10
Closed -$11 – 8479
2025
Q4 		$11 Buy
+10
New +$25 ﹤0.01% 8131
2025
Q2 		– Sell
-9
Closed -$39 – 8255
2025
Q1 		$39 Sell
9
-1
-10% -$7 ﹤0.01% 7811
2024
Q4 		$87 Hold
10
– – ﹤0.01% 7487
2024
Q3 		$107 Hold
10
– – ﹤0.01% 7433
2024
Q2 		$103 Hold
10
– – ﹤0.01% 7346
2024
Q1 		$186 Sell
10
-9
-47% -$188 ﹤0.01% 7318
2023
Q4 		$548 Buy
19
+9
+90% +$146 ﹤0.01% 7272
2023
Q3 		$152 Hold
10
– – ﹤0.01% 7410
2023
Q2 		$102 Hold
10
– – ﹤0.01% 7493
2023
Q1 		$98 Buy
+10
New +$176 ﹤0.01% 7573
2022
Q4 		– Hold
0
– – – 7840

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Morgan Stanley's SHFS Position: Q1 2026 in Review

Morgan Stanley sold out of SHF Holdings (SHFS) in Q1 2026, closing a stake of 10 shares — an estimated $11 sold.

Morgan Stanley first reported a position in SHFS in Q1 2023 and held it in 10 quarters. The position peaked at $548 in Q4 2023. 12 funds tracked by Wall St. Rank hold SHFS as of Q1 2026.

  • Morgan Stanley reported no remaining SHF Holdings position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 10 SHF Holdings shares in Q1 2026, an estimated $11.
  • Morgan Stanley first reported a position in SHF Holdings in Q1 2023 and held it in 10 quarters.
  • Morgan Stanley's SHF Holdings position peaked at $548 in Q4 2023.
  • 12 funds tracked by Wall St. Rank held SHF Holdings as of Q1 2026.

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