SMA
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Sage Mountain Advisors’s Morgan Stanley MS Stock Holding History

Sage Mountain Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,931
Closed -$1.41M – 467
2025
Q4 		$1.41M Sell
7,931
-91
-1% -$15.2K 0.07% 133
2025
Q3 		$1.28M Buy
8,022
+309
+4% +$45.6K 0.07% 135
2025
Q2 		$1.09M Buy
7,713
+513
+7% +$63K 0.07% 129
2025
Q1 		$840K Buy
7,200
+359
+5% +$46.3K 0.06% 147
2024
Q4 		$860K Buy
6,841
+689
+11% +$84.9K 0.06% 140
2024
Q3 		$641K Buy
6,152
+344
+6% +$34.6K 0.05% 162
2024
Q2 		$565K Buy
5,808
+1,492
+35% +$142K 0.05% 160
2024
Q1 		$406K Buy
4,316
+676
+19% +$59.5K 0.04% 192
2023
Q4 		$339K Sell
3,640
-812
-18% -$65K 0.04% 182
2023
Q3 		$364K Sell
4,452
-707
-14% -$61.4K 0.05% 156
2023
Q2 		$441K Sell
5,159
-434
-8% -$37.1K 0.06% 126
2023
Q1 		$491K Buy
5,593
+3,035
+119% +$283K 0.08% 100
2022
Q4 		$217K Buy
+2,558
New +$218K 0.05% 147
2022
Q3 		– Sell
-4,037
Closed -$307K – 395
2022
Q2 		$307K Sell
4,037
-50
-1% -$4.09K 0.05% 333
2022
Q1 		$357K Sell
4,087
-1,478
-27% -$143K 0.06% 342
2021
Q4 		$546K Buy
5,565
+1,482
+36% +$148K 0.07% 283
2021
Q3 		$397K Buy
4,083
+29
+0.7% +$2.87K 0.06% 296
2021
Q2 		$372K Buy
+4,054
New +$348K 0.06% 280

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sage Mountain Advisors's MS Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 7,931 shares — an estimated $1.41M sold.

Sage Mountain Advisors first reported a position in MS in Q2 2021 and held it in 18 quarters. The position peaked at $1.41M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 7,931 Morgan Stanley shares in Q1 2026, an estimated $1.41M.
  • Sage Mountain Advisors first reported a position in Morgan Stanley in Q2 2021 and held it in 18 quarters.
  • Sage Mountain Advisors's Morgan Stanley position peaked at $1.41M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.