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	–	Sell	-1,200	Closed	-$213K	–	908
2025 Q4	$213K	Buy	+1,200	New	+$200K	0.01%	592

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.