SGI
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Summit Global Investments’s Morgan Stanley MS Stock Holding History

Summit Global Investments’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 		$773K Sell
3,696
-1,096
-23% -$217K 0.04% 263
2026
Q1 		$789K Sell
4,792
-929
-16% -$161K 0.05% 243
2025
Q4 		$1.02M Buy
+5,721
New +$954K 0.06% 196
2025
Q1 		– Sell
-2,144
Closed -$270K – 528
2024
Q4 		$270K Sell
2,144
-10,957
-84% -$1.35M 0.02% 460
2024
Q3 		$1.37M Buy
13,101
+8,637
+193% +$870K 0.09% 187
2024
Q2 		$434K Buy
4,464
+1,820
+69% +$173K 0.03% 368
2024
Q1 		$249K Sell
2,644
-73
-3% -$6.43K 0.02% 437
2023
Q4 		$253K Buy
2,717
+25
+0.9% +$2K 0.02% 459
2023
Q3 		$220K Buy
2,692
+129
+5% +$11.2K 0.01% 470
2023
Q2 		$219K Hold
2,563
– – 0.01% 497
2023
Q1 		$225K Sell
2,563
-5
-0.2% -$467 0.02% 476
2022
Q4 		$218K Hold
2,568
– – 0.02% 438
2022
Q3 		$203K Buy
+2,568
New +$216K 0.02% 448
2022
Q2 		– Sell
-2,563
Closed -$224K – 504
2022
Q1 		$224K Hold
2,563
– – 0.02% 446
2021
Q4 		$252K Hold
2,563
– – 0.02% 470
2021
Q3 		$249K Buy
2,563
+50
+2% +$4.95K 0.02% 420
2021
Q2 		$230K Buy
+2,513
New +$215K 0.01% 509

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

Summit Global Investments's MS Position: Q2 2026 in Review

Summit Global Investments reduced its Morgan Stanley (MS) stake by 23% in Q2 2026, selling an estimated $217K and leaving 3,696 shares worth $773K. The position accounts for 0.04% of the portfolio, ranked #263.

Summit Global Investments first reported a position in MS in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.37M in Q3 2024. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Summit Global Investments held 3,696 shares of Morgan Stanley worth $773K as of Q2 2026.
  • Summit Global Investments sold 1,096 Morgan Stanley shares in Q2 2026, an estimated $217K.
  • Morgan Stanley made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #263 holding.
  • Summit Global Investments first reported a position in Morgan Stanley in Q2 2021 and has held it in 17 quarters since.
  • Summit Global Investments's Morgan Stanley position peaked at $1.37M in Q3 2024.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.