Morgan Stanley
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Morgan Stanley’s Smith-Midland SMID Stock Holding History

Morgan Stanley’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$664K Buy
22,883
+9,940
+77% +$309K ﹤0.01% 5418
2026
Q1 		$421K Sell
12,943
-1,337
-9% -$46.2K ﹤0.01% 5562
2025
Q4 		$519K Buy
14,280
+2,367
+20% +$84.9K ﹤0.01% 5492
2025
Q3 		$440K Buy
11,913
+4,072
+52% +$157K ﹤0.01% 5558
2025
Q2 		$263K Sell
7,841
-4,274
-35% -$130K ﹤0.01% 5742
2025
Q1 		$376K Sell
12,115
-538
-4% -$19.8K ﹤0.01% 5458
2024
Q4 		$563K Sell
12,653
-295
-2% -$11.7K ﹤0.01% 5370
2024
Q3 		$432K Buy
12,948
+6,299
+95% +$201K ﹤0.01% 5466
2024
Q2 		$184K Buy
6,649
+1,131
+20% +$41.4K ﹤0.01% 5720
2024
Q1 		$259K Buy
5,518
+380
+7% +$15.5K ﹤0.01% 5628
2023
Q4 		$203K Sell
5,138
-53
-1% -$1.42K ﹤0.01% 5697
2023
Q3 		$98.7K Sell
5,191
-40
-0.8% -$857 ﹤0.01% 5899
2023
Q2 		$123K Buy
5,231
+3,631
+227% +$66.3K ﹤0.01% 5853
2023
Q1 		$30K Buy
1,600
+975
+156% +$19.4K ﹤0.01% 6474
2022
Q4 		$12.8K Sell
625
-14
-2% -$306 ﹤0.01% 6846
2022
Q3 		$17K Buy
639
+14
+2% +$270 ﹤0.01% 6866
2022
Q2 		$9K Buy
625
+200
+47% +$3.21K ﹤0.01% 7252
2022
Q1 		$8K Sell
425
-619
-59% -$15.7K ﹤0.01% 7473
2021
Q4 		$49K Buy
1,044
+44
+4% +$1.23K ﹤0.01% 6822
2021
Q3 		$14K Sell
1,000
-700
-41% -$12.8K ﹤0.01% 7223
2021
Q2 		$40K Buy
+1,700
New +$26.9K ﹤0.01% 6761

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley's SMID Position: Q2 2026 in Review

Morgan Stanley increased its Smith-Midland (SMID) stake by 77% in Q2 2026, buying an estimated $309K and bringing the position to 22,883 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #5418.

Morgan Stanley first reported a position in SMID in Q2 2021 and has held it in 21 quarters since. 54 funds tracked by Wall St. Rank hold SMID as of Q2 2026.

  • Morgan Stanley held 22,883 shares of Smith-Midland worth $664K as of Q2 2026.
  • Morgan Stanley bought 9,940 Smith-Midland shares in Q2 2026, an estimated $309K.
  • Smith-Midland made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5418 holding.
  • Morgan Stanley first reported a position in Smith-Midland in Q2 2021 and has held it in 21 quarters since.
  • 54 funds tracked by Wall St. Rank held Smith-Midland as of Q2 2026.

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