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Sigma Planning Corp’s Morgan Stanley MS Stock Holding History

Sigma Planning Corp’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 		$5.29M Buy
32,155
+13
+0% +$2.25K 0.15% 141
2025
Q4 		$5.71M Buy
32,142
+328
+1% +$54.7K 0.16% 127
2025
Q3 		$5.06M Sell
31,814
-876
-3% -$129K 0.14% 140
2025
Q2 		$4.6M Buy
32,690
+286
+0.9% +$35.1K 0.14% 153
2025
Q1 		$3.78M Buy
32,404
+2,592
+9% +$334K 0.12% 178
2024
Q4 		$3.75M Sell
29,812
-3,453
-10% -$425K 0.12% 175
2024
Q3 		$3.47M Sell
33,265
-1,765
-5% -$178K 0.11% 193
2024
Q2 		$3.4M Sell
35,030
-4,649
-12% -$443K 0.11% 191
2024
Q1 		$3.74M Buy
39,679
+20,857
+111% +$1.84M 0.12% 183
2023
Q4 		$1.76M Sell
18,822
-23,292
-55% -$1.86M 0.14% 158
2023
Q3 		$3.44M Buy
42,114
+1,110
+3% +$96.4K 0.13% 162
2023
Q2 		$3.5M Sell
41,004
-5,098
-11% -$436K 0.13% 163
2023
Q1 		$4.05M Buy
46,102
+633
+1% +$59.1K 0.13% 163
2022
Q4 		$3.87M Sell
45,469
-1,262
-3% -$108K 0.14% 160
2022
Q3 		$3.69M Buy
46,731
+941
+2% +$79.3K 0.14% 160
2022
Q2 		$3.48M Sell
45,790
-529
-1% -$43.3K 0.12% 176
2022
Q1 		$4.05M Buy
46,319
+7,127
+18% +$688K 0.12% 181
2021
Q4 		$3.85M Buy
39,192
+6,996
+22% +$697K 0.11% 197
2021
Q3 		$3.13M Buy
32,196
+13,713
+74% +$1.36M 0.09% 230
2021
Q2 		$1.7M Buy
18,483
+7,230
+64% +$620K 0.05% 371
2021
Q1 		$874K Buy
11,253
+2,669
+31% +$205K 0.03% 556
2020
Q4 		$588K Buy
8,584
+180
+2% +$10.3K 0.02% 634
2020
Q3 		$406K Sell
8,404
-2,287
-21% -$115K 0.02% 676
2020
Q2 		$516K Buy
10,691
+1,312
+14% +$55.1K 0.02% 581
2020
Q1 		$319K Sell
9,379
-527
-5% -$24.8K 0.02% 624
2019
Q4 		$506K Sell
9,906
-146
-1% -$6.91K 0.02% 594
2019
Q3 		$429K Sell
10,052
-48
-0.5% -$2.05K 0.02% 635
2019
Q2 		$443K Buy
10,100
+971
+11% +$43.3K 0.02% 586
2019
Q1 		$385K Buy
9,129
+495
+6% +$20.8K 0.02% 588
2018
Q4 		$342K Buy
8,634
+1,023
+13% +$44.6K 0.02% 555
2018
Q3 		$354K Buy
7,611
+86
+1% +$4.2K 0.02% 623
2018
Q2 		$357K Buy
7,525
+256
+4% +$13.4K 0.02% 572
2018
Q1 		$392K Buy
7,269
+300
+4% +$16.6K 0.03% 511
2017
Q4 		$366K Buy
6,969
+2,785
+67% +$141K 0.03% 527
2017
Q3 		$202K Sell
4,184
-2,108
-34% -$97.8K 0.02% 771
2017
Q2 		$280K Sell
6,292
-343
-5% -$14.8K 0.03% 593
2017
Q1 		$284K Buy
+6,635
New +$294K 0.03% 591
2016
Q1 		– Sell
-12,886
Closed -$410K – 745
2015
Q4 		$410K Sell
12,886
-758
-6% -$25.2K 0.06% 375
2015
Q3 		$430K Sell
13,644
-135
-1% -$4.91K 0.07% 341
2015
Q2 		$535K Buy
13,779
+1,201
+10% +$45.7K 0.07% 313
2015
Q1 		$449K Buy
12,578
+4,500
+56% +$161K 0.06% 374
2014
Q4 		$313K Buy
+8,078
New +$287K 0.04% 487

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

Sigma Planning Corp's MS Position: Q1 2026 in Review

Sigma Planning Corp increased its Morgan Stanley (MS) stake by 0.04% in Q1 2026, buying an estimated $2.25K and bringing the position to 32,155 shares worth $5.29M. The position accounts for 0.15% of the portfolio, ranked #141.

Sigma Planning Corp first reported a position in MS in Q4 2014 and has held it in 42 quarters since. The position peaked at $5.71M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Sigma Planning Corp held 32,155 shares of Morgan Stanley worth $5.29M as of Q1 2026.
  • Sigma Planning Corp bought 13 Morgan Stanley shares in Q1 2026, an estimated $2.25K.
  • Morgan Stanley made up 0.15% of Sigma Planning Corp's portfolio in Q1 2026, its #141 holding.
  • Sigma Planning Corp first reported a position in Morgan Stanley in Q4 2014 and has held it in 42 quarters since.
  • Sigma Planning Corp's Morgan Stanley position peaked at $5.71M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.