Morgan Stanley
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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
Q3 		$2.42M Buy
127,810
+10,545
+9% +$217K ﹤0.01% 4782
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sectoral Asset Management
Sectoral Asset Management Montreal, Quebec, Canada $157M AUM 41.41% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Roubaix Capital
Roubaix Capital Denver, Colorado $253M AUM 28.17% 1-Year Est. Return
KC
KCM Capital Shawnee, Kansas $844M AUM 162.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $149M AUM 35.54% 1-Year Est. Return

Morgan Stanley's SI Position: Q3 2026 in Review

Morgan Stanley increased its Shoulder Innovations Inc (SI) stake by 9% in Q3 2026, buying an estimated $217K and bringing the position to 127,810 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #4782.

Morgan Stanley first reported a position in SI in Q3 2025 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold SI as of Q3 2026.

  • Morgan Stanley held 127,810 shares of Shoulder Innovations Inc worth $2.42M as of Q3 2026.
  • Morgan Stanley bought 10,545 Shoulder Innovations Inc shares in Q3 2026, an estimated $217K.
  • Shoulder Innovations Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q3 2026, its #4782 holding.
  • Morgan Stanley first reported a position in Shoulder Innovations Inc in Q3 2025 and has held it in 5 quarters since.
  • 55 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q3 2026.

Based on Morgan Stanley's 13F filing for Q3 2026, filed 13 Nov 2026.