SG Americas Securities
MS icon

SG Americas Securities’s Morgan Stanley MS Stock Holding History

SG Americas 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
Q1 		$37.1M Sell
225,219
-74,431
-25% -$12.9M 0.04% 353
2025
Q4 		$53.2M Buy
299,650
+69,138
+30% +$11.5M 0.07% 218
2025
Q3 		$36.6M Sell
230,512
-116,661
-34% -$17.2M 0.12% 104
2025
Q2 		$48.9M Buy
347,173
+314,718
+970% +$38.7M 0.2% 73
2025
Q1 		$3.79M Buy
32,455
+310
+1% +$39.9K 0.01% 562
2024
Q4 		$4.04M Buy
32,145
+15,438
+92% +$1.9M 0.02% 386
2024
Q3 		$1.74M Sell
16,707
-231,669
-93% -$23.3M 0.01% 742
2024
Q2 		$24.1M Sell
248,376
-50,430
-17% -$4.8M 0.14% 145
2024
Q1 		$28.1M Buy
298,806
+239,835
+407% +$21.1M 0.14% 160
2023
Q4 		$5.5M Sell
58,971
-16,330
-22% -$1.31M 0.05% 330
2023
Q3 		$6.15M Sell
75,301
-30,666
-29% -$2.66M 0.07% 253
2023
Q2 		$9.05M Buy
105,967
+24,097
+29% +$2.06M 0.07% 192
2023
Q1 		$7.19M Sell
81,870
-214,061
-72% -$20M 0.08% 182
2022
Q4 		$25.2M Buy
295,931
+205,099
+226% +$17.5M 0.31% 54
2022
Q3 		$7.18M Buy
90,832
+1,593
+2% +$134K 0.09% 194
2022
Q2 		$6.79M Buy
89,239
+31,463
+54% +$2.58M 0.07% 221
2022
Q1 		$5.05M Sell
57,776
-1,140,222
-95% -$110M 0.04% 415
2021
Q4 		$118M Buy
1,197,998
+1,135,234
+1,809% +$113M 0.64% 24
2021
Q3 		$6.11M Buy
62,764
+25,502
+68% +$2.53M 0.03% 447
2021
Q2 		$3.42M Sell
37,262
-97,856
-72% -$8.39M 0.02% 793
2021
Q1 		$10.5M Sell
135,118
-162,418
-55% -$12.4M 0.06% 278
2020
Q4 		$20.4M Buy
297,536
+138,016
+87% +$7.92M 0.11% 147
2020
Q3 		$7.71M Buy
159,520
+77,026
+93% +$3.88M 0.05% 237
2020
Q2 		$3.98M Sell
82,494
-556,816
-87% -$23.4M 0.03% 456
2020
Q1 		$21.7M Buy
639,310
+629,006
+6,104% +$29.6M 0.2% 81
2019
Q4 		$527K Sell
10,304
-255,786
-96% -$12.1M ﹤0.01% 1724
2019
Q3 		$11.4M Sell
266,090
-95,012
-26% -$4.06M 0.09% 218
2019
Q2 		$15.8M Buy
361,102
+91,351
+34% +$4.07M 0.11% 164
2019
Q1 		$11.4M Sell
269,751
-400,576
-60% -$16.9M 0.1% 197
2018
Q4 		$26.6M Buy
670,327
+2,067
+0.3% +$90.2K 0.23% 84
2018
Q3 		$31.1M Buy
668,260
+312,783
+88% +$15.3M 0.23% 81
2018
Q2 		$16.9M Buy
355,477
+238,893
+205% +$12.5M 0.15% 133
2018
Q1 		$6.29M Sell
116,584
-154,162
-57% -$8.53M 0.05% 329
2017
Q4 		$14.2M Buy
270,746
+145,286
+116% +$7.35M 0.13% 128
2017
Q3 		$6.04M Buy
125,460
+16,255
+15% +$754K 0.05% 269
2017
Q2 		$4.87M Sell
109,205
-97,221
-47% -$4.19M 0.04% 408
2017
Q1 		$8.84M Sell
206,426
-142,833
-41% -$6.34M 0.08% 228
2016
Q4 		$14.8M Sell
349,259
-1,388,988
-80% -$52.5M 0.12% 146
2016
Q3 		$55.7M Buy
1,738,247
+1,701,276
+4,602% +$50.7M 0.58% 14
2016
Q2 		$961K Sell
36,971
-411,095
-92% -$10.8M 0.01% 1322
2016
Q1 		$11.2M Buy
448,066
+105,867
+31% +$2.7M 0.08% 188
2015
Q4 		$10.9M Sell
342,199
-1,865,001
-84% -$62M 0.08% 206
2015
Q3 		$16.8M Buy
2,207,200
+1,938,833
+722% +$70.6M 0.1% 165
2015
Q2 		$10.4M Sell
268,367
-76,287
-22% -$2.9M 0.07% 198
2015
Q1 		$12.3M Sell
344,654
-146,241
-30% -$5.25M 0.07% 200
2014
Q4 		$19M Buy
490,895
+329,741
+205% +$11.7M 0.09% 195
2014
Q3 		$5.57M Sell
161,154
-478,240
-75% -$15.9M 0.03% 463
2014
Q2 		$20.7M Sell
639,394
-731,608
-53% -$22.6M 0.12% 156
2014
Q1 		$42.7M Sell
1,371,002
-1,172,371
-46% -$36.2M 0.19% 120
2013
Q4 		$79.8M Buy
2,543,373
+1,115,857
+78% +$33.2M 0.33% 60
2013
Q3 		$38.5M Sell
1,427,516
-139,178
-9% -$3.73M 0.16% 127
2013
Q2 		$38.3M Buy
+1,566,694
New +$37.2M 0.19% 106

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

SG Americas Securities's MS Position: Q1 2026 in Review

SG Americas Securities reduced its Morgan Stanley (MS) stake by 25% in Q1 2026, selling an estimated $12.9M and leaving 225,219 shares worth $37.1M. The position accounts for 0.04% of the portfolio, ranked #353.

SG Americas Securities first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $118M in Q4 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • SG Americas Securities held 225,219 shares of Morgan Stanley worth $37.1M as of Q1 2026.
  • SG Americas Securities sold 74,431 Morgan Stanley shares in Q1 2026, an estimated $12.9M.
  • Morgan Stanley made up 0.04% of SG Americas Securities's portfolio in Q1 2026, its #353 holding.
  • SG Americas Securities first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • SG Americas Securities's Morgan Stanley position peaked at $118M in Q4 2021.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.