Morgan Stanley
SKYT

Morgan Stanley’s SkyWater Technology SKYT Stock Holding History

Morgan Stanley’s Portfolio SKYT Stock Details SKYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.88M Sell
178,206
-639,621
-78% -$18.8M ﹤0.01% 4155
2025
Q4 		$14.9M Buy
817,827
+541,912
+196% +$9.42M ﹤0.01% 3214
2025
Q3 		$5.15M Buy
275,915
+126,106
+84% +$1.46M ﹤0.01% 4122
2025
Q2 		$1.47M Buy
149,809
+36,658
+32% +$296K ﹤0.01% 4897
2025
Q1 		$802K Sell
113,151
-97,998
-46% -$961K ﹤0.01% 5108
2024
Q4 		$2.91M Buy
211,149
+94,329
+81% +$937K ﹤0.01% 4426
2024
Q3 		$1.06M Buy
116,820
+61,789
+112% +$515K ﹤0.01% 5011
2024
Q2 		$421K Buy
55,031
+16,249
+42% +$141K ﹤0.01% 5369
2024
Q1 		$394K Sell
38,782
-87,540
-69% -$862K ﹤0.01% 5417
2023
Q4 		$1.22M Buy
126,322
+86,193
+215% +$576K ﹤0.01% 5206
2023
Q3 		$242K Sell
40,129
-27,062
-40% -$205K ﹤0.01% 5500
2023
Q2 		$633K Sell
67,191
-17,202
-20% -$165K ﹤0.01% 5100
2023
Q1 		$960K Buy
84,393
+56,665
+204% +$635K ﹤0.01% 4887
2022
Q4 		$197K Sell
27,728
-19,337
-41% -$163K ﹤0.01% 5675
2022
Q3 		$360K Buy
47,065
+22,057
+88% +$260K ﹤0.01% 5439
2022
Q2 		$151K Buy
25,008
+20,221
+422% +$139K ﹤0.01% 6032
2022
Q1 		$52K Sell
4,787
-29,631
-86% -$325K ﹤0.01% 6689
2021
Q4 		$558K Buy
34,418
+24,551
+249% +$550K ﹤0.01% 5477
2021
Q3 		$269K Buy
9,867
+5,197
+111% +$135K ﹤0.01% 5844
2021
Q2 		$134K Buy
+4,670
New +$115K ﹤0.01% 6210

Other funds holding SKYT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley's SKYT Position: Q1 2026 in Review

Morgan Stanley reduced its SkyWater Technology (SKYT) stake by 78% in Q1 2026, selling an estimated $18.8M and leaving 178,206 shares worth $4.88M. The position accounts for ﹤0.01% of the portfolio, ranked #4155.

Morgan Stanley first reported a position in SKYT in Q2 2021 and has held it in 20 quarters since. The position peaked at $14.9M in Q4 2025. 196 funds tracked by Wall St. Rank hold SKYT as of Q1 2026.

  • Morgan Stanley held 178,206 shares of SkyWater Technology worth $4.88M as of Q1 2026.
  • Morgan Stanley sold 639,621 SkyWater Technology shares in Q1 2026, an estimated $18.8M.
  • SkyWater Technology made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4155 holding.
  • Morgan Stanley first reported a position in SkyWater Technology in Q2 2021 and has held it in 20 quarters since.
  • Morgan Stanley's SkyWater Technology position peaked at $14.9M in Q4 2025.
  • 196 funds tracked by Wall St. Rank held SkyWater Technology as of Q1 2026.

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