Simplex Trading’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $613K | Buy |
+3,260
| New | +$693K | ﹤0.01% | 3307 |
|
|
2026
Q2 | – | Sell |
-73,071
| Closed | -$14.5M | – | 9936 |
|
|
2026
Q1 | $12M | Buy |
73,071
+5,845
| +9% | +$1.01M | 0.01% | 627 |
|
|
2025
Q4 | $11.9M | Buy |
+67,226
| New | +$11.2M | 0.01% | 758 |
|
|
2025
Q1 | – | Sell |
-11,472
| Closed | -$1.48M | – | 9229 |
|
|
2024
Q4 | $1.44M | Buy |
+11,472
| New | +$1.41M | ﹤0.01% | 2503 |
|
|
2023
Q3 | – | Sell |
-11,678
| Closed | -$1.01M | – | 9392 |
|
|
2023
Q2 | $997K | Buy |
+11,678
| New | +$999K | ﹤0.01% | 2602 |
|
|
2022
Q4 | – | Sell |
-76,477
| Closed | -$6.52M | – | 9944 |
|
|
2022
Q3 | $6.04M | Sell |
76,477
-251,027
| -77% | -$21.2M | 0.01% | 1071 |
|
|
2022
Q2 | $24.9M | Buy |
327,504
+236,567
| +260% | +$19.4M | 0.03% | 420 |
|
|
2022
Q1 | $7.95M | Buy |
+90,937
| New | +$8.77M | 0.01% | 958 |
|
|
2021
Q4 | – | Sell |
-95,934
| Closed | -$9.6M | – | 11059 |
|
|
2021
Q3 | $8.83M | Buy |
95,934
+13,746
| +17% | +$1.36M | 0.01% | 795 |
|
|
2021
Q2 | $7.54M | Buy |
+82,188
| New | +$7.05M | 0.01% | 877 |
|
|
2020
Q4 | – | Sell |
-33,194
| Closed | -$1.9M | – | 8811 |
|
|
2020
Q3 | $1.6M | Sell |
33,194
-168,315
| -84% | -$8.48M | ﹤0.01% | 1737 |
|
|
2020
Q2 | $9.7M | Buy |
+201,509
| New | +$8.46M | 0.02% | 533 |
|
|
2019
Q4 | – | Sell |
-158,418
| Closed | -$7.5M | – | 7707 |
|
|
2019
Q3 | $6.76M | Buy |
158,418
+103,389
| +188% | +$4.42M | 0.02% | 563 |
|
|
2019
Q2 | $2.41M | Buy |
55,029
+9,592
| +21% | +$428K | 0.01% | 1167 |
|
|
2019
Q1 | $1.92M | Buy |
+45,437
| New | +$1.91M | 0.01% | 1410 |
|
|
2018
Q4 | – | Sell |
-112,287
| Closed | -$4.9M | – | 7521 |
|
|
2018
Q3 | $5.23M | Sell |
112,287
-183,702
| -62% | -$8.97M | 0.02% | 596 |
|
|
2018
Q2 | $14M | Buy |
295,989
+246,653
| +500% | +$12.9M | 0.06% | 250 |
|
|
2018
Q1 | $2.66M | Sell |
49,336
-26,366
| -35% | -$1.46M | 0.12% | 148 |
|
|
2017
Q4 | $3.97M | Buy |
75,702
+74,493
| +6,162% | +$3.77M | 0.17% | 105 |
|
|
2017
Q3 | $58K | Buy |
+1,209
| New | +$56.1K | ﹤0.01% | 2171 |
|
|
2017
Q2 | – | Sell |
-75,966
| Closed | -$3.28M | – | 6528 |
|
|
2017
Q1 | $3.25M | Buy |
+75,966
| New | +$3.37M | 0.14% | 126 |
|
|
2016
Q3 | – | Sell |
-91,484
| Closed | -$2.73M | – | 6214 |
|
|
2016
Q2 | $2.38M | Buy |
+91,484
| New | +$2.39M | 0.16% | 115 |
|
|
2016
Q1 | – | Sell |
-47,788
| Closed | -$1.22M | – | 5988 |
|
|
2015
Q4 | $1.52M | Buy |
+47,788
| New | +$1.59M | 0.12% | 141 |
|
|
2015
Q2 | – | Sell |
-27,136
| Closed | -$1.03M | – | 5604 |
|
|
2015
Q1 | $968K | Buy |
27,136
+26,124
| +2,581% | +$937K | 0.11% | 166 |
|
|
2014
Q4 | $39K | Buy |
+1,012
| New | +$36K | ﹤0.01% | 1542 |
|
Other funds holding MS
Simplex Trading's MS Position: Q3 2026 in Review
Simplex Trading opened a new position in Morgan Stanley (MS) in Q3 2026: 3,260 shares worth $613K. The stake represents ﹤0.01% of the portfolio and ranks #3307 among its holdings. This is a return to the name: Simplex Trading previously reported a position in MS as recently as Q1 2026.
Simplex Trading first reported a position in MS in Q4 2014 and has held it in 25 quarters since. The position peaked at $24.9M in Q2 2022. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.
- Simplex Trading held 3,260 shares of Morgan Stanley worth $613K as of Q3 2026.
- Morgan Stanley was a new Simplex Trading position in Q3 2026.
- Morgan Stanley made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #3307 holding.
- Simplex Trading first reported a position in Morgan Stanley in Q4 2014 and has held it in 25 quarters since.
- Simplex Trading's Morgan Stanley position peaked at $24.9M in Q2 2022.
- 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.
Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.