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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Summit Global Investments's MS Position: Q1 2026 in Review

Summit Global Investments reduced its Morgan Stanley (MS) stake by 16% in Q1 2026, selling an estimated $161K and leaving 4,792 shares worth $789K. The position accounts for 0.05% of the portfolio, ranked #243.

Summit Global Investments first reported a position in MS in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.37M in Q3 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Summit Global Investments held 4,792 shares of Morgan Stanley worth $789K as of Q1 2026.
Summit Global Investments sold 929 Morgan Stanley shares in Q1 2026, an estimated $161K.
Morgan Stanley made up 0.05% of Summit Global Investments's portfolio in Q1 2026, its #243 holding.
Summit Global Investments first reported a position in Morgan Stanley in Q2 2021 and has held it in 16 quarters since.
Summit Global Investments's Morgan Stanley position peaked at $1.37M in Q3 2024.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.