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Summit Securities Group’s Morgan Stanley MS Stock Holding History

Summit Securities Group’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 		$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

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 Securities Group's MS Position: Q1 2026 in Review

Summit Securities Group reduced its Morgan Stanley (MS) stake by 100% in Q1 2026, selling an estimated $13.6M and leaving 198 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Summit Securities Group first reported a position in MS in Q2 2014 and has held it in 35 quarters since. The position peaked at $14M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Summit Securities Group held 198 shares of Morgan Stanley worth $32.6K as of Q1 2026.
  • Summit Securities Group sold 78,697 Morgan Stanley shares in Q1 2026, an estimated $13.6M.
  • Morgan Stanley made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #446 holding.
  • Summit Securities Group first reported a position in Morgan Stanley in Q2 2014 and has held it in 35 quarters since.
  • Summit Securities Group's Morgan Stanley position peaked at $14M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.