Morgan Stanley
SI

Morgan Stanley’s Shoulder Innovations Inc SI Stock Holding History

Morgan Stanley’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.38M Sell
117,265
-40,313
-26% -$619K ﹤0.01% 4744
2026
Q1 		$2.29M Buy
157,578
+6,784
+4% +$94.3K ﹤0.01% 4671
2025
Q4 		$2.16M Buy
150,794
+35,967
+31% +$490K ﹤0.01% 4755
2025
Q3 		$1.44M Buy
+114,827
New +$1.6M ﹤0.01% 4967

Other funds holding SI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KC
KCM Capital Shawnee, Kansas $618M AUM
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $279M AUM 54.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Morgan Stanley's SI Position: Q2 2026 in Review

Morgan Stanley reduced its Shoulder Innovations Inc (SI) stake by 26% in Q2 2026, selling an estimated $619K and leaving 117,265 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #4744.

Morgan Stanley first reported a position in SI in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Morgan Stanley held 117,265 shares of Shoulder Innovations Inc worth $2.38M as of Q2 2026.
  • Morgan Stanley sold 40,313 Shoulder Innovations Inc shares in Q2 2026, an estimated $619K.
  • Shoulder Innovations Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4744 holding.
  • Morgan Stanley first reported a position in Shoulder Innovations Inc in Q3 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q2 2026.

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