SC
MS icon

Sapient Capital’s Morgan Stanley MS Stock Holding History

Sapient Capital’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
Q3 		$34.3M Buy
182,126
+825
+0.5% +$175K 0.46% 29
2026
Q2 		$37.9M Buy
181,301
+171,225
+1,699% +$33.9M 0.5% 28
2026
Q1 		$1.66M Buy
10,076
+400
+4% +$69.3K 0.03% 168
2025
Q4 		$1.73M Buy
9,676
+6,606
+215% +$1.1M 0.02% 166
2025
Q3 		$495K Sell
3,070
-330
-10% -$48.7K 0.01% 262
2025
Q2 		$479K Buy
3,400
+4
+0.1% +$491 0.01% 256
2025
Q1 		$396K Sell
3,396
-409
-11% -$52.7K 0.01% 261
2024
Q4 		$478K Sell
3,805
-300
-7% -$36.9K 0.01% 245
2024
Q3 		$428K Sell
4,105
-3,334
-45% -$336K 0.01% 271
2024
Q2 		$723K Sell
7,439
-1,355
-15% -$129K 0.02% 196
2024
Q1 		$828K Sell
8,794
-360,748
-98% -$31.8M 0.02% 192
2023
Q4 		$34.5M Buy
+369,542
New +$29.6M 0.89% 28

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sapient Capital's MS Position: Q3 2026 in Review

Sapient Capital increased its Morgan Stanley (MS) stake by 0.46% in Q3 2026, buying an estimated $175K and bringing the position to 182,126 shares worth $34.3M. The position accounts for 0.46% of the portfolio, ranked #29.

Sapient Capital first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $37.9M in Q2 2026. 83 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Sapient Capital held 182,126 shares of Morgan Stanley worth $34.3M as of Q3 2026.
  • Sapient Capital bought 825 Morgan Stanley shares in Q3 2026, an estimated $175K.
  • Morgan Stanley made up 0.46% of Sapient Capital's portfolio in Q3 2026, its #29 holding.
  • Sapient Capital first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Morgan Stanley position peaked at $37.9M in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.