Morgan Stanley
SOGP

Morgan Stanley’s Sound Group SOGP Stock Holding History

Morgan Stanley’s Portfolio SOGP Stock Details SOGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$786 Hold
70
– – ﹤0.01% 7544
2026
Q1 		$1.18K Sell
70
-27,492
-100% -$381K ﹤0.01% 7408
2025
Q4 		$320K Buy
27,562
+22,192
+413% +$313K ﹤0.01% 5731
2025
Q3 		$101K Buy
5,370
+4,000
+292% +$44.1K ﹤0.01% 6144
2025
Q2 		$6.51K Buy
1,370
+400
+41% +$776 ﹤0.01% 6961
2025
Q1 		$2.13K Buy
970
+700
+259% +$1.49K ﹤0.01% 7165
2024
Q4 		$586 Buy
270
+200
+286% +$385 ﹤0.01% 7331
2024
Q3 		$174 Sell
70
-1,000
-93% -$1.96K ﹤0.01% 7394
2024
Q2 		$2.21K Sell
1,070
-270
-20% -$729 ﹤0.01% 7046
2024
Q1 		$4.58K Sell
1,340
-4,103
-75% -$12.7K ﹤0.01% 6912
2023
Q4 		$14.9K Sell
5,443
-20,349
-79% -$68.1K ﹤0.01% 6523
2023
Q3 		$99.6K Buy
25,792
+24,512
+1,915% +$162K ﹤0.01% 5894
2023
Q2 		$11.7K Buy
1,280
+175
+16% +$1.38K ﹤0.01% 6763
2023
Q1 		$8.34K Sell
1,105
-1,550
-58% -$13.8K ﹤0.01% 6933
2022
Q4 		$16.7K Sell
2,655
-426
-14% -$2.56K ﹤0.01% 6751
2022
Q3 		$18K Buy
3,081
+92
+3% +$961 ﹤0.01% 6842
2022
Q2 		$35K Buy
2,989
+20
+0.7% +$245 ﹤0.01% 6772
2022
Q1 		$45K Sell
2,969
-969
-25% -$14.4K ﹤0.01% 6760
2021
Q4 		$73K Sell
3,938
-44,936
-92% -$1.15M ﹤0.01% 6621
2021
Q3 		$1.55M Buy
48,874
+33,127
+210% +$1.49M ﹤0.01% 4770
2021
Q2 		$1.16M Buy
15,747
+15,508
+6,489% +$993K ﹤0.01% 4999
2021
Q1 		$22K Sell
239
-1
-0.4% -$81 ﹤0.01% 6692
2020
Q4 		$9K Buy
+240
New +$6.59K ﹤0.01% 6663

Other funds holding SOGP

MIP
Ma Investment Partnership Hillsborough, California $561M AUM
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Morgan Stanley's SOGP Position: Q2 2026 in Review

Morgan Stanley held its Sound Group (SOGP) position steady in Q2 2026 at 70 shares worth $786. The position accounts for ﹤0.01% of the portfolio, ranked #7544.

Morgan Stanley first reported a position in SOGP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.55M in Q3 2021. 11 funds tracked by Wall St. Rank hold SOGP as of Q2 2026.

  • Morgan Stanley held 70 shares of Sound Group worth $786 as of Q2 2026.
  • Morgan Stanley left its Sound Group share count unchanged in Q2 2026.
  • Sound Group made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7544 holding.
  • Morgan Stanley first reported a position in Sound Group in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Sound Group position peaked at $1.55M in Q3 2021.
  • 11 funds tracked by Wall St. Rank held Sound Group as of Q2 2026.

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