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SGL Investment Advisors’s Morgan Stanley MS Stock Holding History

SGL Investment 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
Q1 		$882K Sell
4,617
-91
-2% -$15.8K 0.33% 66
2025
Q4 		$828K Sell
4,708
-684
-13% -$114K 0.33% 67
2025
Q3 		$882K Buy
5,392
+188
+4% +$27.8K 0.37% 52
2025
Q2 		$734K Buy
5,204
+2,659
+104% +$327K 0.35% 60
2025
Q1 		$310K Buy
2,545
+591
+30% +$76.2K 0.16% 88
2024
Q4 		$268K Buy
+1,954
New +$241K 0.14% 93

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 $336B AUM 34.66% 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

SGL Investment Advisors's MS Position: Q1 2026 in Review

SGL Investment Advisors reduced its Morgan Stanley (MS) stake by 1.9% in Q1 2026, selling an estimated $15.8K and leaving 4,617 shares worth $882K. The position accounts for 0.33% of the portfolio, ranked #66.

SGL Investment Advisors first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $882K in Q3 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • SGL Investment Advisors held 4,617 shares of Morgan Stanley worth $882K as of Q1 2026.
  • SGL Investment Advisors sold 91 Morgan Stanley shares in Q1 2026, an estimated $15.8K.
  • Morgan Stanley made up 0.33% of SGL Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • SGL Investment Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • SGL Investment Advisors's Morgan Stanley position peaked at $882K in Q3 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.