Morgan Stanley’s SCHMID Group SHMD Stock Holding History

Morgan Stanley’s Portfolio SHMD Stock Details SHMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$639K	Buy	120,597 +106,322	+745%	+$815K	﹤0.01%	5365
2025 Q4	$88.4K	Buy	+14,275	New	+$62.9K	﹤0.01%	6251
2025 Q1	–	Sell	-7,500	Closed	-$23.1K	–	8243
2024 Q4	$23.1K	Buy	+7,500	New	+$21.9K	﹤0.01%	6524

Other funds holding SHMD

Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

GIM

Goodlander Investment Management Dallas, Texas $289M AUM 225.62% 1-Year Est. Return

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

PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Morgan Stanley's SHMD Position: Q1 2026 in Review

Morgan Stanley increased its SCHMID Group (SHMD) stake by 745% in Q1 2026, buying an estimated $815K and bringing the position to 120,597 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #5365.

Morgan Stanley first reported a position in SHMD in Q4 2024 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold SHMD as of Q1 2026.

Morgan Stanley held 120,597 shares of SCHMID Group worth $639K as of Q1 2026.
Morgan Stanley bought 106,322 SCHMID Group shares in Q1 2026, an estimated $815K.
SCHMID Group made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5365 holding.
Morgan Stanley first reported a position in SCHMID Group in Q4 2024 and has held it in 3 quarters since.
31 funds tracked by Wall St. Rank held SCHMID Group as of Q1 2026.

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