SSA
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Schonfeld Strategic Advisors’s Morgan Stanley MS Stock Holding History

Schonfeld Strategic Advisors’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 		$4.58M Sell
21,892
-95,176
-81% -$18.8M 0.02% 676
2026
Q1 		$19.3M Buy
117,068
+115,132
+5,947% +$19.9M 0.14% 163
2025
Q4 		$344K Buy
+1,936
New +$323K ﹤0.01% 1526
2025
Q3 		– Sell
-395,039
Closed -$55.6M – 2429
2025
Q2 		$55.6M Buy
395,039
+262,378
+198% +$32.2M 0.38% 39
2025
Q1 		$15.5M Buy
132,661
+132,199
+28,615% +$17M 0.09% 215
2024
Q4 		$58.1K Sell
462
-3,646
-89% -$449K ﹤0.01% 1870
2024
Q3 		$428K Sell
4,108
-8,442
-67% -$850K ﹤0.01% 1504
2024
Q2 		$1.22M Buy
12,550
+12,064
+2,482% +$1.15M 0.01% 1114
2024
Q1 		$45.8K Sell
486
-8,757
-95% -$771K ﹤0.01% 1903
2023
Q4 		$862K Buy
+9,243
New +$739K 0.01% 1082
2023
Q3 		– Sell
-6,780
Closed -$579K – 2104
2023
Q2 		$579K Buy
+6,780
New +$580K 0.01% 1168
2023
Q1 		– Sell
-54,730
Closed -$4.65M – 2433
2022
Q4 		$4.65M Buy
54,730
+18,066
+49% +$1.54M 0.04% 501
2022
Q3 		$2.9M Sell
36,664
-144,398
-80% -$12.2M 0.02% 725
2022
Q2 		$13.8M Buy
181,062
+177,362
+4,794% +$14.5M 0.13% 205
2022
Q1 		$323K Sell
3,700
-72,149
-95% -$6.96M ﹤0.01% 1649
2021
Q4 		$7.45M Buy
75,849
+54,413
+254% +$5.42M 0.07% 356
2021
Q3 		$2.09M Sell
21,436
-62,195
-74% -$6.16M 0.02% 697
2021
Q2 		$7.67M Sell
83,631
-255,373
-75% -$21.9M 0.08% 353
2021
Q1 		$26.3M Buy
339,004
+279,661
+471% +$21.4M 0.32% 59
2020
Q4 		$4.07M Sell
59,343
-293,355
-83% -$16.8M 0.05% 446
2020
Q3 		$17.1M Buy
352,698
+345,855
+5,054% +$17.4M 0.32% 58
2020
Q2 		$331K Sell
6,843
-164,145
-96% -$6.89M 0.01% 959
2020
Q1 		$5.81M Buy
170,988
+144,272
+540% +$6.79M 0.37% 49
2019
Q4 		$1.37M Sell
26,716
-118,484
-82% -$5.61M 0.03% 420
2019
Q3 		$6.2M Sell
145,200
-11,061
-7% -$473K 0.18% 146
2019
Q2 		$6.84M Buy
156,261
+87,861
+128% +$3.92M 0.24% 102
2019
Q1 		$2.89M Buy
68,400
+40,401
+144% +$1.7M 0.1% 265
2018
Q4 		$1.11M Buy
+27,999
New +$1.22M 0.04% 455
2018
Q3 		– Sell
-261,764
Closed -$12.4M – 951
2018
Q2 		$12.4M Buy
261,764
+193,698
+285% +$10.1M 0.67% 12
2018
Q1 		$3.67M Buy
68,066
+28,787
+73% +$1.59M 0.28% 102
2017
Q4 		$2.06M Buy
+39,279
New +$1.99M 0.17% 169
2017
Q3 		– Sell
-67,741
Closed -$3.02M – 717
2017
Q2 		$3.02M Buy
67,741
+26,684
+65% +$1.15M 0.31% 90
2017
Q1 		$1.76M Buy
41,057
+13,267
+48% +$589K 0.18% 166
2016
Q4 		$1.17M Buy
+27,790
New +$1.05M 0.15% 206

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

Schonfeld Strategic Advisors's MS Position: Q2 2026 in Review

Schonfeld Strategic Advisors reduced its Morgan Stanley (MS) stake by 81% in Q2 2026, selling an estimated $18.8M and leaving 21,892 shares worth $4.58M. The position accounts for 0.02% of the portfolio, ranked #676.

Schonfeld Strategic Advisors first reported a position in MS in Q4 2016 and has held it in 34 quarters since. The position peaked at $55.6M in Q2 2025. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Schonfeld Strategic Advisors held 21,892 shares of Morgan Stanley worth $4.58M as of Q2 2026.
  • Schonfeld Strategic Advisors sold 95,176 Morgan Stanley shares in Q2 2026, an estimated $18.8M.
  • Morgan Stanley made up 0.02% of Schonfeld Strategic Advisors's portfolio in Q2 2026, its #676 holding.
  • Schonfeld Strategic Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 34 quarters since.
  • Schonfeld Strategic Advisors's Morgan Stanley position peaked at $55.6M in Q2 2025.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.