Morgan Stanley’s Sound Point Meridian Capital SPMC Stock Holding History

Morgan Stanley’s Portfolio SPMC Stock Details SPMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.8K	Sell	5,127 -2,887	-36%	-$30.3K	﹤0.01%	6508
2026 Q1	$71.7K	Sell	8,014 -33,134	-81%	-$386K	﹤0.01%	6285
2025 Q4	$566K	Buy	41,148 +12,682	+45%	+$197K	﹤0.01%	5446
2025 Q3	$494K	Buy	28,466 +400	+1%	+$7.17K	﹤0.01%	5502
2025 Q2	$502K	Buy	28,066 +12,878	+85%	+$237K	﹤0.01%	5455
2025 Q1	$303K	Buy	15,188 +522	+4%	+$10.9K	﹤0.01%	5556
2024 Q4	$307K	Buy	14,666 +7,683	+110%	+$154K	﹤0.01%	5629
2024 Q3	$138K	Buy	+6,983	New	+$138K	﹤0.01%	5881

Other funds holding SPMC

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EMC

Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

VIA

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $295M AUM

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley's SPMC Position: Q2 2026 in Review

Morgan Stanley reduced its Sound Point Meridian Capital (SPMC) stake by 36% in Q2 2026, selling an estimated $30.3K and leaving 5,127 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6508.

Morgan Stanley first reported a position in SPMC in Q3 2024 and has held it in 8 quarters since. The position peaked at $566K in Q4 2025. 15 funds tracked by Wall St. Rank hold SPMC as of Q2 2026.

Morgan Stanley held 5,127 shares of Sound Point Meridian Capital worth $50.8K as of Q2 2026.
Morgan Stanley sold 2,887 Sound Point Meridian Capital shares in Q2 2026, an estimated $30.3K.
Sound Point Meridian Capital made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6508 holding.
Morgan Stanley first reported a position in Sound Point Meridian Capital in Q3 2024 and has held it in 8 quarters since.
Morgan Stanley's Sound Point Meridian Capital position peaked at $566K in Q4 2025.
15 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q2 2026.

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