SCM
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Sandler Capital Management’s Morgan Stanley MS Stock Holding History

Sandler Capital Management’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
2025
Q1 		– Sell
-19,954
Closed -$2.51M – 154
2024
Q4 		$2.51M Buy
+19,954
New +$2.46M 0.26% 116
2024
Q2 		– Sell
-60,950
Closed -$5.74M – 150
2024
Q1 		$5.74M Buy
+60,950
New +$5.37M 0.42% 93

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sandler Capital Management's MS Position: Q1 2025 in Review

Sandler Capital Management sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 19,954 shares — an estimated $2.51M sold.

Sandler Capital Management first reported a position in MS in Q1 2024 and held it in 2 quarters. The position peaked at $5.74M in Q1 2024. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Sandler Capital Management reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
  • Sandler Capital Management sold 19,954 Morgan Stanley shares in Q1 2025, an estimated $2.51M.
  • Sandler Capital Management first reported a position in Morgan Stanley in Q1 2024 and held it in 2 quarters.
  • Sandler Capital Management's Morgan Stanley position peaked at $5.74M in Q1 2024.
  • 2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Sandler Capital Management's 13F filing for Q1 2025, filed 15 May 2025.