Morgan Stanley
SOVF icon

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

EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Vident Advisory
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Iconiq Capital
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
Keel Point
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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.