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
2024 Q1	–	Sell	-19,700	Closed	-$1.84M	–	748
2023 Q4	$1.84M	Buy	+19,700	New	+$1.58M	0.17%	93
2023 Q2	–	Sell	-8,500	Closed	-$746K	–	1020
2023 Q1	$746K	Sell	8,500 -24,200	-74%	-$2.26M	0.06%	111
2022 Q4	$2.78M	Buy	+32,700	New	+$2.79M	0.1%	104
2022 Q1	–	Sell	-31,000	Closed	-$3.04M	–	1253
2021 Q4	$3.04M	Buy	31,000 +30,910	+34,344%	+$3.08M	0.14%	119
2021 Q3	$876K	Buy	+90	New	+$8.92K	0.07%	286
2021 Q2	–	Sell	-30	Closed	-$233K	–	799
2021 Q1	$233K	Buy	+30	New	+$2.3K	0.03%	497

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Summit Securities Group's MS Position: Q3 2026 in Review

Summit Securities Group increased its Morgan Stanley (MS) stake by 13% in Q3 2026, buying an estimated $44.6K and bringing the position to 1,800 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #245.

Summit Securities Group first reported a position in MS in Q2 2014 and has held it in 37 quarters since. The position peaked at $14M in Q4 2025. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Summit Securities Group held 1,800 shares of Morgan Stanley worth $339K as of Q3 2026.
Summit Securities Group bought 210 Morgan Stanley shares in Q3 2026, an estimated $44.6K.
Morgan Stanley made up 0.03% of Summit Securities Group's portfolio in Q3 2026, its #245 holding.
Summit Securities Group first reported a position in Morgan Stanley in Q2 2014 and has held it in 37 quarters since.
Summit Securities Group's Morgan Stanley position peaked at $14M in Q4 2025.
1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.