Morse Asset Management’s Piper Sandler PIPR Stock Holding History

Morse Asset Management’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.8K	Sell	440 -4,120	-90%	-$334K	0.01%	268
2026 Q1	$349K	Sell	4,560 -3,600	-44%	-$295K	0.07%	135
2025 Q4	$693K	Hold	8,160	–	–	0.14%	110
2025 Q3	$708K	Hold	8,160	–	–	0.14%	107
2025 Q2	$567K	Buy	8,160 +560	+7%	+$34.9K	0.12%	118
2025 Q1	$471K	Buy	7,600 +420	+6%	+$30.1K	0.12%	116
2024 Q4	$538K	Buy	7,180 +16	+0.2%	+$1.25K	0.12%	112
2024 Q3	$508K	Buy	7,164 +4	+0.1%	+$262	0.11%	128
2024 Q2	$412K	Buy	7,160 +3,060	+75%	+$157K	0.1%	122
2024 Q1	$203K	Buy	+4,100	New	+$187K	0.05%	139

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Morse Asset Management's PIPR Position: Q2 2026 in Review

Morse Asset Management reduced its Piper Sandler (PIPR) stake by 90% in Q2 2026, selling an estimated $334K and leaving 440 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #268.

Morse Asset Management first reported a position in PIPR in Q1 2024 and has held it in 10 quarters since. The position peaked at $708K in Q3 2025. 422 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Morse Asset Management held 440 shares of Piper Sandler worth $31.8K as of Q2 2026.
Morse Asset Management sold 4,120 Piper Sandler shares in Q2 2026, an estimated $334K.
Piper Sandler made up 0.01% of Morse Asset Management's portfolio in Q2 2026, its #268 holding.
Morse Asset Management first reported a position in Piper Sandler in Q1 2024 and has held it in 10 quarters since.
Morse Asset Management's Piper Sandler position peaked at $708K in Q3 2025.
422 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.