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 $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 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.