SCM
MS icon

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
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

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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