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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
Q2 		$19.3M Sell
92,100
-1,500
-2% -$297K 0.37% 52
2026
Q1 		$15.4M Buy
93,600
+12,400
+15% +$2.15M 0.41% 44
2025
Q4 		$14.4M Hold
81,200
– – 0.45% 40
2025
Q3 		$12.9M Buy
81,200
+1,200
+2% +$177K 0.37% 49
2025
Q2 		$11.3M Buy
+80,000
New +$9.83M 0.29% 52

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SIG Brokerage's MS Position: Q2 2026 in Review

SIG Brokerage reduced its Morgan Stanley (MS) stake by 65% in Q2 2026, selling an estimated $1.21M and leaving 3,248 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #580.

SIG Brokerage first reported a position in MS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.54M in Q1 2026. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • SIG Brokerage held 3,248 shares of Morgan Stanley worth $679K as of Q2 2026.
  • SIG Brokerage sold 6,090 Morgan Stanley shares in Q2 2026, an estimated $1.21M.
  • Morgan Stanley made up 0.01% of SIG Brokerage's portfolio in Q2 2026, its #580 holding.
  • SIG Brokerage first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • SIG Brokerage's Morgan Stanley position peaked at $1.54M in Q1 2026.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on SIG Brokerage's 13F filing for Q2 2026, filed 14 Aug 2026.