Morgan Stanley
SHMD icon

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
Q2 		$582K Sell
92,981
-27,616
-23% -$169K ﹤0.01% 5474
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

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
HP
Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
LG
Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return
Marex Group
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's SHMD Position: Q2 2026 in Review

Morgan Stanley reduced its SCHMID Group (SHMD) stake by 23% in Q2 2026, selling an estimated $169K and leaving 92,981 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #5474.

Morgan Stanley first reported a position in SHMD in Q4 2024 and has held it in 4 quarters since. The position peaked at $639K in Q1 2026. 42 funds tracked by Wall St. Rank hold SHMD as of Q2 2026.

  • Morgan Stanley held 92,981 shares of SCHMID Group worth $582K as of Q2 2026.
  • Morgan Stanley sold 27,616 SCHMID Group shares in Q2 2026, an estimated $169K.
  • SCHMID Group made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5474 holding.
  • Morgan Stanley first reported a position in SCHMID Group in Q4 2024 and has held it in 4 quarters since.
  • Morgan Stanley's SCHMID Group position peaked at $639K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held SCHMID Group as of Q2 2026.

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