SS
MS icon

Steve Schonfeld’s Morgan Stanley MS Stock Holding History

Steve Schonfeld’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
2025
Q1 		– Sell
-14,200
Closed -$1.79M – 2391
2024
Q4 		$1.79M Sell
14,200
-18,800
-57% -$2.32M 0.01% 879
2024
Q3 		$3.44M Sell
33,000
-7,300
-18% -$735K 0.02% 669
2024
Q2 		$3.92M Sell
40,300
-17,400
-30% -$1.66M 0.03% 639
2024
Q1 		$5.43M Buy
+57,700
New +$5.08M 0.04% 616
2022
Q1 		– Sell
-67,700
Closed -$6.64M – 2796
2021
Q4 		$6.64M Buy
+67,700
New +$6.74M 0.06% 390

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

Steve Schonfeld's MS Position: Q2 2026 in Review

Steve Schonfeld reduced its Morgan Stanley (MS) stake by 81% in Q2 2026, selling an estimated $18.8M and leaving 21,892 shares worth $4.58M. The position accounts for 0.02% of the portfolio, ranked #676.

Steve Schonfeld first reported a position in MS in Q4 2016 and has held it in 34 quarters since. The position peaked at $55.6M in Q2 2025. 2,722 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Steve Schonfeld held 21,892 shares of Morgan Stanley worth $4.58M as of Q2 2026.
  • Steve Schonfeld sold 95,176 Morgan Stanley shares in Q2 2026, an estimated $18.8M.
  • Morgan Stanley made up 0.02% of Steve Schonfeld's portfolio in Q2 2026, its #676 holding.
  • Steve Schonfeld first reported a position in Morgan Stanley in Q4 2016 and has held it in 34 quarters since.
  • Steve Schonfeld's Morgan Stanley position peaked at $55.6M in Q2 2025.
  • 2,722 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.