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 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 $976M AUM 0.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EMC

Everest Management Corp Cupertino, California $197M AUM 26.63% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley's SPMC Position: Q1 2026 in Review

Morgan Stanley reduced its Sound Point Meridian Capital (SPMC) stake by 81% in Q1 2026, selling an estimated $386K and leaving 8,014 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6285.

Morgan Stanley first reported a position in SPMC in Q3 2024 and has held it in 7 quarters since. The position peaked at $566K in Q4 2025. 11 funds tracked by Wall St. Rank hold SPMC as of Q1 2026.

Morgan Stanley held 8,014 shares of Sound Point Meridian Capital worth $71.7K as of Q1 2026.
Morgan Stanley sold 33,134 Sound Point Meridian Capital shares in Q1 2026, an estimated $386K.
Sound Point Meridian Capital made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6285 holding.
Morgan Stanley first reported a position in Sound Point Meridian Capital in Q3 2024 and has held it in 7 quarters since.
Morgan Stanley's Sound Point Meridian Capital position peaked at $566K in Q4 2025.
11 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.