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
2025 Q1	–	Sell	-9,400	Closed	-$1.18M	–	2390
2024 Q4	$1.18M	Sell	9,400 -99,400	-91%	-$12.2M	0.01%	1044
2024 Q3	$11.3M	Sell	108,800 -6,200	-5%	-$624K	0.08%	265
2024 Q2	$11.2M	Buy	115,000 +57,300	+99%	+$5.45M	0.07%	317
2024 Q1	$5.43M	Buy	+57,700	New	+$5.08M	0.04%	615
2023 Q3	–	Sell	-50,000	Closed	-$25.5K	–	2103
2023 Q2	$25.5K	Buy	+50,000	New	+$4.28M	﹤0.01%	1877

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schonfeld Strategic Advisors's MS Position: Q1 2026 in Review

Schonfeld Strategic Advisors increased its Morgan Stanley (MS) stake by 5,947% in Q1 2026, buying an estimated $19.9M and bringing the position to 117,068 shares worth $19.3M. The position accounts for 0.14% of the portfolio, ranked #163.

Schonfeld Strategic Advisors first reported a position in MS in Q4 2016 and has held it in 33 quarters since. The position peaked at $55.6M in Q2 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Schonfeld Strategic Advisors held 117,068 shares of Morgan Stanley worth $19.3M as of Q1 2026.
Schonfeld Strategic Advisors bought 115,132 Morgan Stanley shares in Q1 2026, an estimated $19.9M.
Morgan Stanley made up 0.14% of Schonfeld Strategic Advisors's portfolio in Q1 2026, its #163 holding.
Schonfeld Strategic Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 33 quarters since.
Schonfeld Strategic Advisors's Morgan Stanley position peaked at $55.6M in Q2 2025.
2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.