Summit Securities Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $332K | Buy |
1,590
+1,392
| +703% | +$276K | 0.03% | 214 |
|
|
2026
Q1 | $32.6K | Sell |
198
-78,697
| -100% | -$13.6M | ﹤0.01% | 446 |
|
|
2025
Q4 | $14M | Buy |
78,895
+72,504
| +1,134% | +$12.1M | 1.82% | 10 |
|
|
2025
Q3 | $1.02M | Buy |
6,391
+4,360
| +215% | +$644K | 0.21% | 108 |
|
|
2025
Q2 | $286K | Sell |
2,031
-1,069
| -34% | -$131K | 0.06% | 187 |
|
|
2025
Q1 | $362K | Buy |
3,100
+1,600
| +107% | +$206K | 0.06% | 134 |
|
|
2024
Q4 | $189K | Buy |
1,500
+900
| +150% | +$111K | 0.04% | 190 |
|
|
2024
Q3 | $63K | Sell |
600
-600
| -50% | -$60.4K | 0.02% | 205 |
|
|
2024
Q2 | $117K | Buy |
+1,200
| New | +$114K | 0.02% | 201 |
|
|
2024
Q1 | – | Sell |
-31,000
| Closed | -$2.89M | – | 749 |
|
|
2023
Q4 | $2.89M | Buy |
+31,000
| New | +$2.48M | 0.26% | 69 |
|
|
2023
Q3 | – | Sell |
-1,702
| Closed | -$145K | – | 864 |
|
|
2023
Q2 | $145K | Sell |
1,702
-862
| -34% | -$73.7K | 0.02% | 250 |
|
|
2023
Q1 | $225K | Sell |
2,564
-60,568
| -96% | -$5.65M | 0.02% | 205 |
|
|
2022
Q4 | $5.37M | Buy |
63,132
+38,353
| +155% | +$3.27M | 0.2% | 78 |
|
|
2022
Q3 | $1.96M | Buy |
24,779
+154
| +0.6% | +$13K | 0.15% | 95 |
|
|
2022
Q2 | $1.87M | Buy |
24,625
+1,845
| +8% | +$151K | 0.23% | 75 |
|
|
2022
Q1 | $1.99M | Sell |
22,780
-74,470
| -77% | -$7.18M | 0.22% | 90 |
|
|
2021
Q4 | $9.55M | Buy |
97,250
+19,349
| +25% | +$1.93M | 0.45% | 40 |
|
|
2021
Q3 | $7.58M | Buy |
77,901
+48,801
| +168% | +$4.84M | 0.59% | 35 |
|
|
2021
Q2 | $2.67M | Buy |
29,100
+9,899
| +52% | +$849K | 0.22% | 102 |
|
|
2021
Q1 | $1.49M | Buy |
19,201
+9,400
| +96% | +$720K | 0.16% | 141 |
|
|
2020
Q4 | $672K | Sell |
9,801
-1,800
| -16% | -$103K | 0.06% | 297 |
|
|
2020
Q3 | $561K | Buy |
11,601
+5,200
| +81% | +$262K | 0.06% | 212 |
|
|
2020
Q2 | $309K | Buy |
+6,401
| New | +$269K | 0.04% | 317 |
|
|
2020
Q1 | – | Sell |
-12,500
| Closed | -$639K | – | 411 |
|
|
2019
Q4 | $639K | Buy |
+12,500
| New | +$592K | 0.05% | 259 |
|
|
2018
Q4 | – | Sell |
-7,100
| Closed | -$331K | – | 335 |
|
|
2018
Q3 | $331K | Buy |
+7,100
| New | +$347K | 0.12% | 112 |
|
|
2018
Q2 | – | Sell |
-34,000
| Closed | -$1.83M | – | 241 |
|
|
2018
Q1 | $1.83M | Buy |
34,000
+20,500
| +152% | +$1.13M | 0.45% | 38 |
|
|
2017
Q4 | $708K | Buy |
13,500
+7,100
| +111% | +$359K | 0.08% | 76 |
|
|
2017
Q3 | $308K | Sell |
6,400
-2,500
| -28% | -$116K | 0.05% | 142 |
|
|
2017
Q2 | $397K | Buy |
+8,900
| New | +$384K | 0.07% | 134 |
|
|
2017
Q1 | – | Sell |
-17,400
| Closed | -$735K | – | 360 |
|
|
2016
Q4 | $735K | Buy |
+17,400
| New | +$658K | 0.16% | 121 |
|
|
2015
Q4 | – | Sell |
-600
| Closed | -$19.9K | – | 388 |
|
|
2015
Q3 | $19K | Sell |
600
-7,265
| -92% | -$264K | 0.01% | 218 |
|
|
2015
Q2 | $305K | Buy |
7,865
+6,749
| +605% | +$257K | 0.15% | 51 |
|
|
2015
Q1 | $40K | Sell |
1,116
-5,584
| -83% | -$200K | 0.03% | 200 |
|
|
2014
Q4 | $260K | Sell |
6,700
-3,400
| -34% | -$121K | 0.07% | 160 |
|
|
2014
Q3 | $349K | Buy |
10,100
+5,300
| +110% | +$177K | 0.1% | 144 |
|
|
2014
Q2 | $155K | Buy |
+4,800
| New | +$148K | 0.05% | 186 |
|
Other funds holding MS
Summit Securities Group's MS Position: Q2 2026 in Review
Summit Securities Group increased its Morgan Stanley (MS) stake by 703% in Q2 2026, buying an estimated $276K and bringing the position to 1,590 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #214.
Summit Securities Group first reported a position in MS in Q2 2014 and has held it in 36 quarters since. The position peaked at $14M in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Summit Securities Group held 1,590 shares of Morgan Stanley worth $332K as of Q2 2026.
- Summit Securities Group bought 1,392 Morgan Stanley shares in Q2 2026, an estimated $276K.
- Morgan Stanley made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #214 holding.
- Summit Securities Group first reported a position in Morgan Stanley in Q2 2014 and has held it in 36 quarters since.
- Summit Securities Group's Morgan Stanley position peaked at $14M in Q4 2025.
- 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.