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	-50,000	Closed	-$4.66M	–	750
2023 Q4	$4.66M	Buy	+50,000	New	+$4M	0.42%	43
2023 Q2	–	Sell	-8,500	Closed	-$746K	–	1021
2023 Q1	$746K	Sell	8,500 -41,500	-83%	-$3.87M	0.06%	112
2022 Q4	$4.25M	Buy	+50,000	New	+$4.26M	0.16%	89
2022 Q1	–	Sell	-84,900	Closed	-$8.33M	–	1254
2021 Q4	$8.33M	Buy	84,900 +84,787	+75,033%	+$8.45M	0.39%	49
2021 Q3	$1.1M	Buy	+113	New	+$11.2K	0.09%	243
2021 Q2	–	Sell	-30	Closed	-$233K	–	800
2021 Q1	$233K	Sell	30 -5	-14%	-$383	0.03%	498
2020 Q4	$240K	Buy	+35	New	+$2.01K	0.02%	497
2018 Q2	–	Sell	-388	Closed	-$2.09M	–	242
2018 Q1	$2.09M	Buy	+388	New	+$21.5K	0.51%	34
2017 Q3	–	Sell	-67	Closed	-$299K	–	270
2017 Q2	$299K	Buy	+67	New	+$2.89K	0.05%	155
2017 Q1	–	Sell	-105	Closed	-$443K	–	361
2016 Q4	$443K	Buy	+105	New	+$3.97K	0.1%	161

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.