Morgan Stanley
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Morgan Stanley’s Grupo SIMEC SIM Stock Holding History

Morgan Stanley’s Portfolio SIM Stock Details SIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.27K Buy
315
+200
+174% +$6.1K ﹤0.01% 6973
2025
Q4 		$3.44K Buy
115
+71
+161% +$2.01K ﹤0.01% 7135
2025
Q3 		$1.15K Sell
44
-88
-67% -$2.45K ﹤0.01% 7380
2025
Q2 		$3.59K Sell
132
-11
-8% -$294 ﹤0.01% 7116
2025
Q1 		$3.77K Sell
143
-10
-7% -$261 ﹤0.01% 7055
2024
Q4 		$4.04K Sell
153
-10
-6% -$270 ﹤0.01% 7058
2024
Q3 		$4.53K Sell
163
-136
-45% -$3.87K ﹤0.01% 6941
2024
Q2 		$8.69K Buy
299
+156
+109% +$4.93K ﹤0.01% 6718
2024
Q1 		$4.67K Sell
143
-141
-50% -$4.4K ﹤0.01% 6909
2023
Q4 		$8.9K Buy
284
+153
+117% +$4.82K ﹤0.01% 6860
2023
Q3 		$4.25K Sell
131
-1,061
-89% -$36.7K ﹤0.01% 6949
2023
Q2 		$39.4K Buy
1,192
+997
+511% +$32.9K ﹤0.01% 6315
2023
Q1 		$7.16K Hold
195
– – ﹤0.01% 6975
2022
Q4 		$6.17K Hold
195
– – ﹤0.01% 7096
2022
Q3 		$6K Sell
195
-57
-23% -$1.69K ﹤0.01% 7217
2022
Q2 		$8K Sell
252
-105
-29% -$3.19K ﹤0.01% 7284
2022
Q1 		$11K Sell
357
-243
-41% -$6.66K ﹤0.01% 7382
2021
Q4 		$16K Sell
600
-998
-62% -$24.3K ﹤0.01% 7306
2021
Q3 		$39K Sell
1,598
-2,898
-64% -$69.7K ﹤0.01% 6826
2021
Q2 		$129K Buy
4,496
+1,149
+34% +$22.8K ﹤0.01% 6229
2021
Q1 		$39K Sell
3,347
-1,500
-31% -$19.2K ﹤0.01% 6468
2020
Q4 		$62K Buy
4,847
+1,798
+59% +$16.2K ﹤0.01% 6088
2020
Q3 		$21K Hold
3,049
– – ﹤0.01% 6048
2020
Q2 		$19K Hold
3,049
– – ﹤0.01% 6020
2020
Q1 		$22K Hold
3,049
– – ﹤0.01% 5778
2019
Q4 		$31K Hold
3,049
– – ﹤0.01% 5989
2019
Q3 		$28K Sell
3,049
-551
-15% -$4.93K ﹤0.01% 5914
2019
Q2 		$29K Hold
3,600
– – ﹤0.01% 5818
2019
Q1 		$31K Buy
3,600
+100
+3% +$926 ﹤0.01% 5867
2018
Q4 		$34K Hold
3,500
– – ﹤0.01% 5867
2018
Q3 		$32K Sell
3,500
-35
-1% -$325 ﹤0.01% 6007
2018
Q2 		$34K Buy
3,535
+35
+1% +$331 ﹤0.01% 6009
2018
Q1 		$32K Hold
3,500
– – ﹤0.01% 6010
2017
Q4 		$33K Hold
3,500
– – ﹤0.01% 5952
2017
Q3 		$36K Sell
3,500
-100
-3% -$1.08K ﹤0.01% 5877
2017
Q2 		$38K Buy
3,600
+100
+3% +$1.09K ﹤0.01% 5927
2017
Q1 		$45K Sell
3,500
-100
-3% -$1.36K ﹤0.01% 5856
2016
Q4 		$51K Sell
3,600
-63
-2% -$729 ﹤0.01% 5744
2016
Q3 		$34K Buy
3,663
+600
+20% +$4.9K ﹤0.01% 5743
2016
Q2 		$22K Sell
3,063
-257
-8% -$2.22K ﹤0.01% 5818
2016
Q1 		$27K Sell
3,320
-122
-4% -$832 ﹤0.01% 5831
2015
Q4 		$23K Sell
3,442
-126
-4% -$928 ﹤0.01% 5995
2015
Q3 		$27K Sell
3,568
-53
-1% -$439 ﹤0.01% 5950
2015
Q2 		$31K Sell
3,621
-29,095
-89% -$254K ﹤0.01% 6017
2015
Q1 		$266K Sell
32,716
-24
-0.1% -$204 ﹤0.01% 5050
2014
Q4 		$324K Sell
32,740
-5,412
-14% -$61.8K ﹤0.01% 4965
2014
Q3 		$509K Buy
38,152
+2,333
+7% +$32.7K ﹤0.01% 4556
2014
Q2 		$500K Buy
35,819
+2,046
+6% +$25.8K ﹤0.01% 4574
2014
Q1 		$386K Sell
33,773
-6,059
-15% -$70.6K ﹤0.01% 4731
2013
Q4 		$488K Buy
39,832
+19,691
+98% +$227K ﹤0.01% 4461
2013
Q3 		$240K Sell
20,141
-4,321
-18% -$51.6K ﹤0.01% 4770
2013
Q2 		$330K Buy
+24,462
New +$332K ﹤0.01% 4540

Other funds holding SIM

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Morgan Stanley's SIM Position: Q1 2026 in Review

Morgan Stanley increased its Grupo SIMEC (SIM) stake by 174% in Q1 2026, buying an estimated $6.1K and bringing the position to 315 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #6973.

Morgan Stanley first reported a position in SIM in Q2 2013 and has held it in 52 quarters since. The position peaked at $509K in Q3 2014. 12 funds tracked by Wall St. Rank hold SIM as of Q1 2026.

  • Morgan Stanley held 315 shares of Grupo SIMEC worth $9.27K as of Q1 2026.
  • Morgan Stanley bought 200 Grupo SIMEC shares in Q1 2026, an estimated $6.1K.
  • Grupo SIMEC made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6973 holding.
  • Morgan Stanley first reported a position in Grupo SIMEC in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Grupo SIMEC position peaked at $509K in Q3 2014.
  • 12 funds tracked by Wall St. Rank held Grupo SIMEC as of Q1 2026.

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