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 		$3.68M Sell
159,700
-54,100
-25% -$9.37M ﹤0.01% 1151
2025
Q4 		$3.47M Sell
213,800
-40,600
-16% -$6.77M ﹤0.01% 1255
2025
Q3 		$2.48M Buy
254,400
+135,000
+113% +$19.9M 0.01% 835
2025
Q2 		$1.14M Sell
119,400
-773,600
-87% -$95M ﹤0.01% 1088
2025
Q1 		$608K Buy
893,000
+28,800
+3% +$3.71M ﹤0.01% 1612
2024
Q4 		$3.85M Buy
864,200
+616,800
+249% +$76M 0.02% 403
2024
Q3 		$1.02M Sell
247,400
-369,300
-60% -$37.2M ﹤0.01% 1071
2024
Q2 		$2.85M Buy
+616,700
New +$58.7M 0.02% 796
2024
Q1 		– Sell
-251,100
Closed -$2.82M – 3262
2023
Q4 		$2.82M Buy
251,100
+132,000
+111% +$10.6M 0.03% 536
2023
Q3 		$194K Buy
119,100
+70,000
+143% +$6.08M ﹤0.01% 2339
2023
Q2 		$72K Hold
49,100
– – ﹤0.01% 2111
2023
Q1 		$170K Sell
49,100
-556,300
-92% -$51.9M ﹤0.01% 2545
2022
Q4 		$834K Buy
605,400
+212,800
+54% +$18.1M 0.01% 1102
2022
Q3 		$291K Buy
392,600
+362,300
+1,196% +$30.5M ﹤0.01% 2016
2022
Q2 		$77K Buy
+30,300
New +$2.48M ﹤0.01% 3199
2021
Q1 		– Sell
-1,200,500
Closed -$12.6M – 3455
2020
Q4 		$12.6M Buy
1,200,500
+734,900
+158% +$42.2M 0.07% 224
2020
Q3 		$2.05M Sell
465,600
-149,500
-24% -$7.53M 0.01% 717
2020
Q2 		$2.8M Sell
615,100
-169,900
-22% -$7.14M 0.02% 630
2020
Q1 		$233K Buy
785,000
+446,300
+132% +$21M ﹤0.01% 2403
2019
Q4 		$945K Buy
338,700
+100,000
+42% +$4.73M 0.01% 1300
2019
Q3 		$372K Sell
238,700
-180,000
-43% -$7.69M ﹤0.01% 2048
2019
Q2 		$509K Sell
418,700
-665,000
-61% -$29.7M ﹤0.01% 1883
2019
Q1 		$1.62M Sell
1,083,700
-795,900
-42% -$33.5M 0.01% 976
2018
Q4 		$412K Buy
1,879,600
+890,000
+90% +$38.8M ﹤0.01% 1987
2018
Q3 		$749K Buy
989,600
+325,000
+49% +$15.9M 0.01% 1897
2018
Q2 		$599K Sell
664,600
-17,700
-3% -$925K 0.01% 1872
2018
Q1 		$2.4M Sell
682,300
-446,800
-40% -$24.7M 0.02% 765
2017
Q4 		$4.52M Buy
1,129,100
+147,100
+15% +$7.44M 0.04% 424
2017
Q3 		$2.46M Buy
982,000
+281,400
+40% +$13.1M 0.02% 680
2017
Q2 		$1.39M Sell
700,600
-194,700
-22% -$8.4M 0.01% 1151
2017
Q1 		$2.07M Sell
895,300
-209,000
-19% -$9.27M 0.02% 863
2016
Q4 		$10.5M Buy
1,104,300
+408,900
+59% +$15.5M 0.09% 222
2016
Q3 		$4.05M Buy
695,400
+131,400
+23% +$3.92M 0.04% 413
2016
Q2 		$1.87M Sell
564,000
-450,000
-44% -$11.8M 0.01% 883
2016
Q1 		$1.61M Buy
1,014,000
+243,600
+32% +$6.22M 0.01% 997
2015
Q4 		$182K Buy
+770,400
New +$25.6M ﹤0.01% 2146
2015
Q3 		– Sell
-424,200
Closed -$935K – 2484
2015
Q2 		$935K Buy
424,200
+305,200
+256% +$11.6M 0.01% 1111
2015
Q1 		$297K Sell
119,000
-311,100
-72% -$11.2M ﹤0.01% 1690
2014
Q4 		$1.97M Sell
430,100
-44,800
-9% -$1.59M 0.01% 962
2014
Q3 		$1.07M Sell
474,900
-178,100
-27% -$5.93M 0.01% 1133
2014
Q2 		$997K Buy
653,000
+77,100
+13% +$2.38M 0.01% 1364
2014
Q1 		$806K Buy
575,900
+51,600
+10% +$1.59M ﹤0.01% 1229
2013
Q4 		$1.03M Buy
524,300
+7,300
+1% +$217K ﹤0.01% 1191
2013
Q3 		$254K Buy
517,000
+59,900
+13% +$1.61M ﹤0.01% 2017
2013
Q2 		$320K Buy
+457,100
New +$10.8M ﹤0.01% 1482

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.