Morgan Stanley
SVT

Morgan Stanley’s Servotronics SVT Stock Holding History

Morgan Stanley’s Portfolio SVT Stock Details SVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,780
Closed -$18.9K – 8272
2025
Q1 		$18.9K Hold
1,780
– – ﹤0.01% 6592
2024
Q4 		$18.9K Buy
1,780
+875
+97% +$10.1K ﹤0.01% 6586
2024
Q3 		$10.2K Sell
905
-1,125
-55% -$13.2K ﹤0.01% 6717
2024
Q2 		$24.2K Sell
2,030
-300
-13% -$3.68K ﹤0.01% 6396
2024
Q1 		$32K Sell
2,330
-2,330
-50% -$30.3K ﹤0.01% 6361
2023
Q4 		$58.3K Buy
4,660
+2,330
+100% +$25.2K ﹤0.01% 6337
2023
Q3 		$25.7K Buy
2,330
+80
+4% +$952 ﹤0.01% 6410
2023
Q2 		$29.3K Buy
2,250
+350
+18% +$4.29K ﹤0.01% 6425
2023
Q1 		$20.1K Hold
1,900
– – ﹤0.01% 6630
2022
Q4 		$20.1K Sell
1,900
-7
-0.4% -$78 ﹤0.01% 6692
2022
Q3 		$21K Buy
1,907
+7
+0.4% +$78 ﹤0.01% 6774
2022
Q2 		$21K Sell
1,900
-111
-6% -$1.25K ﹤0.01% 6968
2022
Q1 		$30K Buy
2,011
+104
+5% +$1.46K ﹤0.01% 6964
2021
Q4 		$24K Buy
1,907
+7
+0.4% +$87 ﹤0.01% 7146
2021
Q3 		$22K Hold
1,900
– – ﹤0.01% 7058
2021
Q2 		$16K Hold
1,900
– – ﹤0.01% 7079
2021
Q1 		$16K Hold
1,900
– – ﹤0.01% 6806
2020
Q4 		$16K Buy
1,900
+700
+58% +$5.53K ﹤0.01% 6504
2020
Q3 		$9K Hold
1,200
– – ﹤0.01% 6307
2020
Q2 		$9K Hold
1,200
– – ﹤0.01% 6191
2020
Q1 		$8K Hold
1,200
– – ﹤0.01% 6083
2019
Q4 		$12K Hold
1,200
– – ﹤0.01% 6226
2019
Q3 		$12K Sell
1,200
-1,004
-46% -$10.1K ﹤0.01% 6156
2019
Q2 		$21K Buy
2,204
+4
+0.2% +$46 ﹤0.01% 5918
2019
Q1 		$27K Hold
2,200
– – ﹤0.01% 5920
2018
Q4 		$22K Buy
2,200
+1,000
+83% +$10.6K ﹤0.01% 5995
2018
Q3 		$13K Sell
1,200
-5,500
-82% -$56.3K ﹤0.01% 6250
2018
Q2 		$61K Hold
6,700
– – ﹤0.01% 5871
2018
Q1 		$66K Sell
6,700
-200
-3% -$2.02K ﹤0.01% 5819
2017
Q4 		$76K Sell
6,900
-700
-9% -$7.06K ﹤0.01% 5722
2017
Q3 		$65K Hold
7,600
– – ﹤0.01% 5702
2017
Q2 		$71K Hold
7,600
– – ﹤0.01% 5758
2017
Q1 		$84K Buy
7,600
+150
+2% +$1.55K ﹤0.01% 5662
2016
Q4 		$75K Buy
7,450
+600
+9% +$6.25K ﹤0.01% 5652
2016
Q3 		$77K Hold
6,850
– – ﹤0.01% 5413
2016
Q2 		$67K Sell
6,850
-2,000
-23% -$16.9K ﹤0.01% 5421
2016
Q1 		$65K Hold
8,850
– – ﹤0.01% 5506
2015
Q4 		$72K Sell
8,850
-2,806
-24% -$21.5K ﹤0.01% 5572
2015
Q3 		$78K Buy
11,656
+8,606
+282% +$60.3K ﹤0.01% 5541
2015
Q2 		$20K Sell
3,050
-3,000
-50% -$20K ﹤0.01% 6139
2015
Q1 		$41K Hold
6,050
– – ﹤0.01% 5867
2014
Q4 		$38K Hold
6,050
– – ﹤0.01% 5886
2014
Q3 		$47K Sell
6,050
-7
-0.1% -$50 ﹤0.01% 5749
2014
Q2 		$42K Sell
6,057
-13,293
-69% -$98.4K ﹤0.01% 5822
2014
Q1 		$150K Sell
19,350
-200
-1% -$1.64K ﹤0.01% 5257
2013
Q4 		$159K Sell
19,550
-1,000
-5% -$8.43K ﹤0.01% 5137
2013
Q3 		$179K Sell
20,550
-2,000
-9% -$16.6K ﹤0.01% 4928
2013
Q2 		$176K Buy
+22,550
New +$173K ﹤0.01% 4897

Other funds holding SVT

BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Morgan Stanley's SVT Position: Q2 2025 in Review

Morgan Stanley sold out of Servotronics (SVT) in Q2 2025, closing a stake of 1,780 shares — an estimated $18.9K sold.

Morgan Stanley first reported a position in SVT in Q2 2013 and held it in 48 quarters. The position peaked at $179K in Q3 2013. 28 funds tracked by Wall St. Rank hold SVT as of Q2 2025.

  • Morgan Stanley reported no remaining Servotronics position as of Q2 2025 after selling out during the quarter.
  • Morgan Stanley sold 1,780 Servotronics shares in Q2 2025, an estimated $18.9K.
  • Morgan Stanley first reported a position in Servotronics in Q2 2013 and held it in 48 quarters.
  • Morgan Stanley's Servotronics position peaked at $179K in Q3 2013.
  • 28 funds tracked by Wall St. Rank held Servotronics as of Q2 2025.

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