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SIG Brokerage’s Morgan Stanley MS Stock Holding History

SIG Brokerage’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 		$1.54M Buy
9,338
+7,118
+321% +$1.23M 0.04% 329
2025
Q4 		$394K Buy
2,220
+805
+57% +$134K 0.01% 495
2025
Q3 		$225K Sell
1,415
-1,004
-42% -$148K 0.01% 659
2025
Q2 		$341K Buy
+2,419
New +$297K 0.01% 545

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

SIG Brokerage's MS Position: Q1 2026 in Review

SIG Brokerage increased its Morgan Stanley (MS) stake by 321% in Q1 2026, buying an estimated $1.23M and bringing the position to 9,338 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #329.

SIG Brokerage first reported a position in MS in Q2 2025 and has held it in 4 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • SIG Brokerage held 9,338 shares of Morgan Stanley worth $1.54M as of Q1 2026.
  • SIG Brokerage bought 7,118 Morgan Stanley shares in Q1 2026, an estimated $1.23M.
  • Morgan Stanley made up 0.04% of SIG Brokerage's portfolio in Q1 2026, its #329 holding.
  • SIG Brokerage first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on SIG Brokerage's 13F filing for Q1 2026, filed 15 May 2026.