Morgan Stanley
SWAG icon

Morgan Stanley’s Stran & Co SWAG Stock Holding History

Morgan Stanley’s Portfolio SWAG Stock Details SWAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$131K Buy
+58,750
New +$110K ﹤0.01% 6139
2023
Q2 		– Sell
-90
Closed -$157 – 7702
2023
Q1 		$157 Buy
+90
New +$144 ﹤0.01% 7536
2022
Q1 		– Sell
-6
Closed – – 8111
2021
Q4 		$0 Buy
+6
New +$30 ﹤0.01% 8103

Other funds holding SWAG

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Morgan Stanley's SWAG Position: Q2 2026 in Review

Morgan Stanley opened a new position in Stran & Co (SWAG) in Q2 2026: 58,750 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #6139 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in SWAG as recently as Q1 2023.

Morgan Stanley first reported a position in SWAG in Q4 2021 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold SWAG as of Q2 2026.

  • Morgan Stanley held 58,750 shares of Stran & Co worth $131K as of Q2 2026.
  • Stran & Co was a new Morgan Stanley position in Q2 2026.
  • Stran & Co made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6139 holding.
  • Morgan Stanley first reported a position in Stran & Co in Q4 2021 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Stran & Co as of Q2 2026.

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