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SBI Securities’s Morgan Stanley MS Stock Holding History

SBI Securities’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 		$1.69M Sell
8,096
-799
-9% -$158K 0.04% 211
2026
Q1 		$1.46M Sell
8,895
-1,599
-15% -$277K 0.04% 222
2025
Q4 		$1.86M Buy
10,494
+570
+6% +$95.1K 0.05% 193
2025
Q3 		$1.58M Sell
9,924
-1,494
-13% -$221K 0.04% 222
2025
Q2 		$1.61M Sell
11,418
-523
-4% -$64.2K 0.05% 207
2025
Q1 		$1.39M Buy
11,941
+1,333
+13% +$172K 0.05% 204
2024
Q4 		$1.33M Buy
+10,608
New +$1.31M 0.04% 214

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

SBI Securities's MS Position: Q2 2026 in Review

SBI Securities reduced its Morgan Stanley (MS) stake by 9% in Q2 2026, selling an estimated $158K and leaving 8,096 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #211.

SBI Securities first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • SBI Securities held 8,096 shares of Morgan Stanley worth $1.69M as of Q2 2026.
  • SBI Securities sold 799 Morgan Stanley shares in Q2 2026, an estimated $158K.
  • Morgan Stanley made up 0.04% of SBI Securities's portfolio in Q2 2026, its #211 holding.
  • SBI Securities first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Morgan Stanley position peaked at $1.86M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.