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
Q1 		$45.9M Sell
279,000
-670,300
-71% -$116M 0.05% 363
2025
Q4 		$169M Buy
949,300
+151,600
+19% +$25.3M 0.18% 103
2025
Q3 		$127M Sell
797,700
-235,400
-23% -$34.8M 0.13% 159
2025
Q2 		$146M Sell
1,033,100
-380,200
-27% -$46.7M 0.15% 130
2025
Q1 		$165M Sell
1,413,300
-127,100
-8% -$16.4M 0.2% 81
2024
Q4 		$194M Buy
1,540,400
+332,400
+28% +$40.9M 0.19% 73
2024
Q3 		$126M Buy
1,208,000
+51,300
+4% +$5.17M 0.2% 69
2024
Q2 		$112M Buy
1,156,700
+21,700
+2% +$2.07M 0.19% 86
2024
Q1 		$107M Buy
1,135,000
+552,000
+95% +$48.6M 0.18% 82
2023
Q4 		$54.4M Buy
583,000
+483,900
+488% +$38.7M 0.1% 207
2023
Q3 		$8.09M Buy
99,100
+72,100
+267% +$6.26M 0.02% 895
2023
Q2 		$2.31M Sell
27,000
-9,000
-25% -$770K 0.01% 1573
2023
Q1 		$3.16M Sell
36,000
-56,900
-61% -$5.31M 0.01% 1132
2022
Q4 		$7.9M Sell
92,900
-53,600
-37% -$4.57M 0.03% 616
2022
Q3 		$11.6M Sell
146,500
-32,800
-18% -$2.76M 0.06% 376
2022
Q2 		$13.6M Buy
179,300
+31,800
+22% +$2.6M 0.08% 295
2022
Q1 		$12.9M Sell
147,500
-459,800
-76% -$44.4M 0.06% 369
2021
Q4 		$59.6M Buy
607,300
+7,200
+1% +$717K 0.16% 103
2021
Q3 		$58.4M Sell
600,100
-3,800
-0.6% -$377K 0.17% 118
2021
Q2 		$55.4M Buy
603,900
+498,600
+474% +$42.8M 0.21% 90
2021
Q1 		$8.18M Buy
105,300
+86,900
+472% +$6.66M 0.05% 432
2020
Q4 		$1.26M Buy
+18,400
New +$1.06M 0.01% 1181
2019
Q4 		– Sell
-8,200
Closed -$350K – 2684
2019
Q3 		$350K Buy
+8,200
New +$350K ﹤0.01% 1814

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

Squarepoint's MS Position: Q1 2026 in Review

Squarepoint increased its Morgan Stanley (MS) stake by 75% in Q1 2026, buying an estimated $89M and bringing the position to 1,199,201 shares worth $197M. The position accounts for 0.23% of the portfolio, ranked #58.

Squarepoint first reported a position in MS in Q3 2015 and has held it in 37 quarters since. The position peaked at $237M in Q3 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Squarepoint held 1,199,201 shares of Morgan Stanley worth $197M as of Q1 2026.
  • Squarepoint bought 514,301 Morgan Stanley shares in Q1 2026, an estimated $89M.
  • Morgan Stanley made up 0.23% of Squarepoint's portfolio in Q1 2026, its #58 holding.
  • Squarepoint first reported a position in Morgan Stanley in Q3 2015 and has held it in 37 quarters since.
  • Squarepoint's Morgan Stanley position peaked at $237M in Q3 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.