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Summit Financial’s Morgan Stanley MS Stock Holding History

Summit Financial’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 		$6.99M Sell
42,501
-2,667
-6% -$462K 0.09% 233
2025
Q4 		$8.02M Sell
45,168
-1,536
-3% -$256K 0.12% 165
2025
Q3 		$7.42M Buy
46,704
+173
+0.4% +$25.5K 0.11% 171
2025
Q2 		$6.55M Sell
46,531
-1,233
-3% -$151K 0.15% 122
2025
Q1 		$5.57M Sell
47,764
-1,301
-3% -$168K 0.16% 129
2024
Q4 		$6.17M Sell
49,065
-353
-0.7% -$43.5K 0.22% 87
2024
Q3 		$5.15M Buy
49,418
+2,950
+6% +$297K 0.2% 89
2024
Q2 		$4.52M Buy
46,468
+18,829
+68% +$1.79M 0.21% 85
2024
Q1 		$2.6M Sell
27,639
-269
-1% -$23.7K 0.15% 87
2023
Q4 		$2.6M Sell
27,908
-22,527
-45% -$1.8M 0.17% 80
2023
Q3 		$4.12M Buy
50,435
+9,174
+22% +$797K 0.3% 46
2023
Q2 		$3.52M Buy
41,261
+27,634
+203% +$2.36M 0.26% 53
2023
Q1 		$1.2M Buy
13,627
+452
+3% +$42.2K 0.1% 102
2022
Q4 		$1.12M Buy
13,175
+4,425
+51% +$377K 0.11% 101
2022
Q3 		$691K Buy
8,750
+4,306
+97% +$363K 0.07% 143
2022
Q2 		$338K Sell
4,444
-912
-17% -$74.7K 0.03% 189
2022
Q1 		$468K Buy
5,356
+91
+2% +$8.78K 0.04% 181
2021
Q4 		$517K Buy
5,265
+1,830
+53% +$182K 0.04% 163
2021
Q3 		$334K Buy
+3,435
New +$340K 0.03% 177

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

Summit Financial's MS Position: Q1 2026 in Review

Summit Financial reduced its Morgan Stanley (MS) stake by 5.9% in Q1 2026, selling an estimated $462K and leaving 42,501 shares worth $6.99M. The position accounts for 0.09% of the portfolio, ranked #233.

Summit Financial first reported a position in MS in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.02M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Summit Financial held 42,501 shares of Morgan Stanley worth $6.99M as of Q1 2026.
  • Summit Financial sold 2,667 Morgan Stanley shares in Q1 2026, an estimated $462K.
  • Morgan Stanley made up 0.09% of Summit Financial's portfolio in Q1 2026, its #233 holding.
  • Summit Financial first reported a position in Morgan Stanley in Q3 2021 and has held it in 19 quarters since.
  • Summit Financial's Morgan Stanley position peaked at $8.02M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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