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Sit Investment Associates’s Morgan Stanley MS Stock Holding History

Sit Investment Associates’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 		$8.44M Sell
40,380
-5,990
-13% -$1.19M 0.16% 157
2026
Q1 		$7.63M Buy
46,370
+25,065
+118% +$4.34M 0.15% 156
2025
Q4 		$3.78M Buy
+21,305
New +$3.55M 0.07% 227
2024
Q1 		– Sell
-40,835
Closed -$3.81M – 543
2023
Q4 		$3.81M Sell
40,835
-41,405
-50% -$3.31M 0.09% 233
2023
Q3 		$6.72M Buy
82,240
+7,400
+10% +$642K 0.18% 165
2023
Q2 		$6.39M Sell
74,840
-4,505
-6% -$385K 0.17% 167
2023
Q1 		$6.97M Sell
79,345
-47,445
-37% -$4.43M 0.19% 158
2022
Q4 		$10.8M Sell
126,790
-18,800
-13% -$1.6M 0.3% 102
2022
Q3 		$11.5M Sell
145,590
-27,425
-16% -$2.31M 0.34% 82
2022
Q2 		$13.2M Sell
173,015
-11,360
-6% -$930K 0.4% 73
2022
Q1 		$16.1M Buy
184,375
+28,450
+18% +$2.74M 0.43% 69
2021
Q4 		$15.3M Buy
155,925
+2,875
+2% +$286K 0.36% 86
2021
Q3 		$14.9M Sell
153,050
-19,485
-11% -$1.93M 0.39% 71
2021
Q2 		$15.8M Buy
172,535
+8,715
+5% +$747K 0.39% 68
2021
Q1 		$12.7M Sell
163,820
-12,155
-7% -$932K 0.33% 84
2020
Q4 		$12.1M Sell
175,975
-53,050
-23% -$3.04M 0.33% 91
2020
Q3 		$11.1M Sell
229,025
-625
-0.3% -$31.5K 0.33% 89
2020
Q2 		$11.1M Buy
229,650
+150,200
+189% +$6.31M 0.35% 84
2020
Q1 		$2.7M Buy
+79,450
New +$3.74M 0.1% 226
2019
Q3 		– Sell
-201,675
Closed -$8.84M – 540
2019
Q2 		$8.84M Sell
201,675
-66,000
-25% -$2.94M 0.27% 113
2019
Q1 		$11.3M Sell
267,675
-168,945
-39% -$7.11M 0.36% 90
2018
Q4 		$17.3M Sell
436,620
-108,255
-20% -$4.72M 0.56% 51
2018
Q3 		$25.4M Buy
544,875
+38,000
+7% +$1.86M 0.65% 44
2018
Q2 		$24M Sell
506,875
-68,025
-12% -$3.55M 0.62% 45
2018
Q1 		$31M Sell
574,900
-42,775
-7% -$2.37M 0.77% 31
2017
Q4 		$32.4M Buy
+617,675
New +$31.2M 0.77% 33

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

Sit Investment Associates's MS Position: Q2 2026 in Review

Sit Investment Associates reduced its Morgan Stanley (MS) stake by 13% in Q2 2026, selling an estimated $1.19M and leaving 40,380 shares worth $8.44M. The position accounts for 0.16% of the portfolio, ranked #157.

Sit Investment Associates first reported a position in MS in Q4 2017 and has held it in 26 quarters since. The position peaked at $32.4M in Q4 2017. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sit Investment Associates held 40,380 shares of Morgan Stanley worth $8.44M as of Q2 2026.
  • Sit Investment Associates sold 5,990 Morgan Stanley shares in Q2 2026, an estimated $1.19M.
  • Morgan Stanley made up 0.16% of Sit Investment Associates's portfolio in Q2 2026, its #157 holding.
  • Sit Investment Associates first reported a position in Morgan Stanley in Q4 2017 and has held it in 26 quarters since.
  • Sit Investment Associates's Morgan Stanley position peaked at $32.4M in Q4 2017.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.