Susquehanna Fundamental Investments’s Morgan Stanley MS Stock Holding History

Susquehanna Fundamental Investments’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 Q2	$32.5M	Buy	+155,543	New	+$30.8M	0.61%	43
2025 Q2	–	Sell	-28,800	Closed	-$3.36M	–	910
2025 Q1	$3.36M	Hold	28,800	–	–	0.05%	404
2024 Q4	$3.62M	Buy	+28,800	New	+$3.55M	0.05%	397
2024 Q2	$20M	Buy	+206,066	New	+$19.6M	0.46%	54
2021 Q3	–	Sell	-29,179	Closed	-$2.67M	–	1814
2021 Q2	$2.67M	Sell	29,179 -26,620	-48%	-$2.28M	0.05%	506
2021 Q1	$4.33M	Buy	+55,799	New	+$4.28M	0.07%	362
2019 Q3	–	Sell	-13,200	Closed	-$578K	–	362
2019 Q2	$578K	Sell	13,200 -20,889	-61%	-$932K	0.07%	240
2019 Q1	$1.44M	Sell	34,089 -179,700	-84%	-$7.56M	0.16%	173
2018 Q4	$8.48M	Buy	213,789 +29,100	+16%	+$1.27M	1.48%	7
2018 Q3	$8.6M	Buy	+184,689	New	+$9.02M	1.46%	6
2018 Q2	–	Sell	-116,900	Closed	-$6.31M	–	447
2018 Q1	$6.31M	Buy	+116,900	New	+$6.47M	0.75%	15

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Susquehanna Fundamental Investments's MS Position: Q2 2026 in Review

Susquehanna Fundamental Investments opened a new position in Morgan Stanley (MS) in Q2 2026: 155,543 shares worth $32.5M. The stake represents 0.61% of the portfolio and ranks #43 among its holdings. This is a return to the name: Susquehanna Fundamental Investments previously reported a position in MS as recently as Q1 2025.

Susquehanna Fundamental Investments first reported a position in MS in Q1 2018 and has held it in 11 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Susquehanna Fundamental Investments held 155,543 shares of Morgan Stanley worth $32.5M as of Q2 2026.
Morgan Stanley was a new Susquehanna Fundamental Investments position in Q2 2026.
Morgan Stanley made up 0.61% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #43 holding.
Susquehanna Fundamental Investments first reported a position in Morgan Stanley in Q1 2018 and has held it in 11 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.