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
2026 Q2	–	Sell	-25,000	Closed	-$4.11M	–	155
2026 Q1	$4.11M	Buy	25,000 +5,600	+29%	+$970K	2.13%	8
2025 Q4	$3.44M	Buy	+19,400	New	+$3.24M	1.13%	20
2022 Q3	–	Sell	-50,000	Closed	-$3.8M	–	99
2022 Q2	$3.8M	Sell	50,000 -330,000	-87%	-$27M	0.4%	68
2022 Q1	$33.2M	Buy	380,000 +180,000	+90%	+$17.4M	2.93%	6
2021 Q4	$19.6M	Buy	+200,000	New	+$19.9M	1.7%	18
2020 Q2	–	Sell	-240,000	Closed	-$8.16M	–	97
2020 Q1	$8.16M	Buy	+240,000	New	+$11.3M	1.13%	37
2019 Q4	–	Sell	-450,000	Closed	-$19.2M	–	103
2019 Q3	$19.2M	Buy	+450,000	New	+$19.2M	1.68%	22
2019 Q1	–	Sell	-200,000	Closed	-$7.93M	–	136
2018 Q4	$7.93M	Buy	+200,000	New	+$8.73M	0.67%	49

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.