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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Susquehanna Fundamental Investments's MS Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 28,800 shares — an estimated $3.36M sold.

Susquehanna Fundamental Investments first reported a position in MS in Q1 2018 and held it in 10 quarters. The position peaked at $20M in Q2 2024. 2,206 funds tracked by Wall St. Rank hold MS as of Q2 2025.

Susquehanna Fundamental Investments reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 28,800 Morgan Stanley shares in Q2 2025, an estimated $3.36M.
Susquehanna Fundamental Investments first reported a position in Morgan Stanley in Q1 2018 and held it in 10 quarters.
Susquehanna Fundamental Investments's Morgan Stanley position peaked at $20M in Q2 2024.
2,206 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.