Squarepoint
MS icon

Squarepoint’s Morgan Stanley MS Stock Holding History

Squarepoint’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 		$30M Buy
143,400
+18,800
+15% +$3.72M 0.03% 523
2026
Q1 		$20.5M Sell
124,600
-299,900
-71% -$51.9M 0.02% 697
2025
Q4 		$75.4M Buy
424,500
+264,000
+164% +$44M 0.08% 275
2025
Q3 		$25.5M Sell
160,500
-219,700
-58% -$32.4M 0.03% 632
2025
Q2 		$53.6M Sell
380,200
-206,100
-35% -$25.3M 0.06% 384
2025
Q1 		$68.4M Buy
586,300
+13,900
+2% +$1.79M 0.08% 255
2024
Q4 		$72M Buy
572,400
+263,400
+85% +$32.4M 0.07% 272
2024
Q3 		$32.2M Buy
309,000
+5,800
+2% +$584K 0.05% 396
2024
Q2 		$29.5M Sell
303,200
-390,900
-56% -$37.2M 0.05% 418
2024
Q1 		$65.4M Sell
694,100
-160,300
-19% -$14.1M 0.11% 179
2023
Q4 		$79.7M Buy
854,400
+464,700
+119% +$37.2M 0.15% 123
2023
Q3 		$31.8M Buy
389,700
+356,300
+1,067% +$30.9M 0.08% 287
2023
Q2 		$2.85M Sell
33,400
-40,100
-55% -$3.43M 0.01% 1432
2023
Q1 		$6.45M Buy
73,500
+12,000
+20% +$1.12M 0.03% 741
2022
Q4 		$5.23M Sell
61,500
-19,100
-24% -$1.63M 0.02% 822
2022
Q3 		$6.37M Buy
80,600
+2,300
+3% +$194K 0.03% 622
2022
Q2 		$5.96M Buy
78,300
+22,400
+40% +$1.83M 0.03% 598
2022
Q1 		$4.89M Sell
55,900
-2,200
-4% -$212K 0.02% 728
2021
Q4 		$5.7M Buy
58,100
+8,900
+18% +$887K 0.02% 742
2021
Q3 		$4.79M Buy
49,200
+30,500
+163% +$3.02M 0.01% 794
2021
Q2 		$1.72M Buy
18,700
+11,400
+156% +$978K 0.01% 1285
2021
Q1 		$567K Sell
7,300
-700
-9% -$53.6K ﹤0.01% 1929
2020
Q4 		$548K Buy
+8,000
New +$459K ﹤0.01% 1750
2019
Q4 		– Sell
-8,200
Closed -$350K – 2683
2019
Q3 		$350K Buy
+8,200
New +$350K ﹤0.01% 1813

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

Squarepoint's MS Position: Q2 2026 in Review

Squarepoint reduced its Morgan Stanley (MS) stake by 13% in Q2 2026, selling an estimated $32M and leaving 1,037,571 shares worth $217M. The position accounts for 0.24% of the portfolio, ranked #63.

Squarepoint first reported a position in MS in Q3 2015 and has held it in 38 quarters since. The position peaked at $237M in Q3 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Squarepoint held 1,037,571 shares of Morgan Stanley worth $217M as of Q2 2026.
  • Squarepoint sold 161,630 Morgan Stanley shares in Q2 2026, an estimated $32M.
  • Morgan Stanley made up 0.24% of Squarepoint's portfolio in Q2 2026, its #63 holding.
  • Squarepoint first reported a position in Morgan Stanley in Q3 2015 and has held it in 38 quarters since.
  • Squarepoint's Morgan Stanley position peaked at $237M in Q3 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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