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 		$21K Sell
26,000
-47,100
-64% -$8.15M ﹤0.01% 3098
2025
Q4 		$20K Hold
73,100
– – ﹤0.01% 3461
2025
Q3 		$52K Hold
73,100
– – ﹤0.01% 3195
2025
Q2 		$98K Sell
73,100
-38,200
-34% -$4.69M ﹤0.01% 2643
2025
Q1 		$317K Hold
111,300
– – ﹤0.01% 2164
2024
Q4 		$111K Buy
111,300
+700
+0.6% +$86.2K ﹤0.01% 2660
2024
Q3 		$333K Buy
110,600
+27,300
+33% +$2.75M ﹤0.01% 2050
2024
Q2 		$404K Buy
83,300
+34,900
+72% +$3.32M ﹤0.01% 1789
2024
Q1 		$206K Sell
48,400
-241,300
-83% -$21.2M ﹤0.01% 1954
2023
Q4 		$245K Sell
289,700
-81,700
-22% -$6.54M ﹤0.01% 1982
2023
Q3 		$1.92M Buy
371,400
+11,500
+3% +$998K 0.02% 763
2023
Q2 		$1.67M Sell
359,900
-178,900
-33% -$15.3M 0.01% 821
2023
Q1 		$2.64M Sell
538,800
-208,800
-28% -$19.5M 0.03% 534
2022
Q4 		$764K Buy
747,600
+45,500
+6% +$3.88M 0.01% 1161
2022
Q3 		$2.06M Buy
702,100
+300
+0% +$25.3K 0.03% 569
2022
Q2 		$3.02M Buy
701,800
+146,800
+26% +$12M 0.03% 524
2022
Q1 		$922K Sell
555,000
-254,600
-31% -$24.6M 0.01% 1482
2021
Q4 		$1.05M Sell
809,600
-45,000
-5% -$4.48M 0.01% 1607
2021
Q3 		$1.82M Buy
854,600
+128,000
+18% +$12.7M 0.01% 1355
2021
Q2 		$1.2M Sell
726,600
-1,039,200
-59% -$89.1M 0.01% 1439
2021
Q1 		$4.25M Sell
1,765,800
-1,912,900
-52% -$147M 0.02% 600
2020
Q4 		$1.55M Buy
3,678,700
+1,822,300
+98% +$105M 0.01% 1249
2020
Q3 		$3.44M Sell
1,856,400
-2,430,100
-57% -$122M 0.02% 488
2020
Q2 		$10.2M Buy
4,286,500
+2,255,000
+111% +$94.7M 0.08% 164
2020
Q1 		$23.7M Buy
2,031,500
+97,600
+5% +$4.6M 0.22% 74
2019
Q4 		$608K Buy
1,933,900
+745,700
+63% +$35.3M 0.01% 1608
2019
Q3 		$3.68M Sell
1,188,200
-517,100
-30% -$22.1M 0.03% 589
2019
Q2 		$4.91M Sell
1,705,300
-1,292,600
-43% -$57.6M 0.03% 543
2019
Q1 		$8.29M Sell
2,997,900
-2,049,800
-41% -$86.3M 0.08% 265
2018
Q4 		$24.7M Buy
5,047,700
+1,693,300
+50% +$73.9M 0.22% 94
2018
Q3 		$7.7M Buy
3,354,400
+1,095,600
+49% +$53.5M 0.06% 343
2018
Q2 		$5.52M Buy
2,258,800
+669,500
+42% +$35M 0.05% 393
2018
Q1 		$1.67M Sell
1,589,300
-1,177,800
-43% -$65.2M 0.01% 995
2017
Q4 		$2.06M Buy
2,767,100
+894,400
+48% +$45.2M 0.02% 868
2017
Q3 		$1.55M Buy
1,872,700
+486,200
+35% +$22.6M 0.01% 953
2017
Q2 		$1.38M Buy
1,386,500
+130,100
+10% +$5.61M 0.01% 1158
2017
Q1 		$1.2M Sell
1,256,400
-1,764,200
-58% -$78.3M 0.01% 1245
2016
Q4 		$770K Sell
3,020,600
-737,700
-20% -$27.9M 0.01% 1454
2016
Q3 		$1.73M Buy
3,758,300
+1,487,600
+66% +$44.4M 0.02% 822
2016
Q2 		$5.74M Sell
2,270,700
-378,400
-14% -$9.9M 0.04% 360
2016
Q1 		$8.28M Buy
2,649,100
+817,000
+45% +$20.8M 0.06% 246
2015
Q4 		$3.18M Buy
+1,832,100
New +$60.9M 0.02% 519
2015
Q3 		– Sell
-553,600
Closed -$480K – 2485
2015
Q2 		$480K Buy
553,600
+423,600
+326% +$16.1M ﹤0.01% 1472
2015
Q1 		$222K Sell
130,000
-2,484,400
-95% -$89.1M ﹤0.01% 1826
2014
Q4 		$60K Buy
2,614,400
+47,400
+2% +$1.69M ﹤0.01% 2992
2014
Q3 		$339K Sell
2,567,000
-42,000
-2% -$1.4M ﹤0.01% 1681
2014
Q2 		$724K Sell
2,609,000
-187,300
-7% -$5.77M ﹤0.01% 1509
2014
Q1 		$1.61M Sell
2,796,300
-1,855,900
-40% -$57.3M 0.01% 966
2013
Q4 		$1.84M Buy
4,652,200
+526,800
+13% +$15.7M 0.01% 980
2013
Q3 		$1.27M Sell
4,125,400
-825,300
-17% -$22.1M 0.01% 1161
2013
Q2 		$5.05M Buy
+4,950,700
New +$117M 0.02% 578

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.