Morgan Stanley
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Morgan Stanley’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

Morgan Stanley’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-61
Closed -$1.81K – 8266
2025
Q1 		$1.81K Buy
+61
New +$1.9K ﹤0.01% 7192

Other funds holding SOVF

EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Morgan Stanley's SOVF Position: Q2 2025 in Review

Morgan Stanley sold out of Sovereign's Capital Flourish Fund (SOVF) in Q2 2025, closing a stake of 61 shares — an estimated $1.81K sold.

Morgan Stanley first reported a position in SOVF in Q1 2025 and held it in 1 quarter. The position peaked at $1.81K in Q1 2025. 28 funds tracked by Wall St. Rank hold SOVF as of Q2 2025.

  • Morgan Stanley reported no remaining Sovereign's Capital Flourish Fund position as of Q2 2025 after selling out during the quarter.
  • Morgan Stanley sold 61 Sovereign's Capital Flourish Fund shares in Q2 2025, an estimated $1.81K.
  • Morgan Stanley first reported a position in Sovereign's Capital Flourish Fund in Q1 2025 and held it in 1 quarter.
  • Morgan Stanley's Sovereign's Capital Flourish Fund position peaked at $1.81K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q2 2025.

Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.