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Sivia Capital Partners’s Morgan Stanley MS Stock Holding History

Sivia Capital Partners’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 		$702K Buy
3,358
+2,110
+169% +$418K 0.09% 270
2026
Q1 		$205K Sell
1,248
-1,673
-57% -$290K 0.04% 433
2025
Q4 		$519K Buy
2,921
+283
+11% +$47.2K 0.11% 263
2025
Q3 		$419K Buy
2,638
+71
+3% +$10.5K 0.12% 222
2025
Q2 		$362K Sell
2,567
-7
-0.3% -$860 0.12% 218
2025
Q1 		$300K Sell
2,574
-174
-6% -$22.4K 0.14% 159
2024
Q4 		$346K Buy
2,748
+87
+3% +$10.7K 0.17% 96
2024
Q3 		$277K Buy
2,661
+399
+18% +$40.2K 0.16% 128
2024
Q2 		$220K Sell
2,262
-7
-0.3% -$666 0.15% 157
2024
Q1 		$214K Sell
2,269
-30
-1% -$2.64K 0.15% 161
2023
Q4 		$214K Buy
+2,299
New +$184K 0.16% 151

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

Sivia Capital Partners's MS Position: Q2 2026 in Review

Sivia Capital Partners increased its Morgan Stanley (MS) stake by 169% in Q2 2026, buying an estimated $418K and bringing the position to 3,358 shares worth $702K. The position accounts for 0.09% of the portfolio, ranked #270.

Sivia Capital Partners first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sivia Capital Partners held 3,358 shares of Morgan Stanley worth $702K as of Q2 2026.
  • Sivia Capital Partners bought 2,110 Morgan Stanley shares in Q2 2026, an estimated $418K.
  • Morgan Stanley made up 0.09% of Sivia Capital Partners's portfolio in Q2 2026, its #270 holding.
  • Sivia Capital Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.