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Susquehanna Portfolio Strategies’s Morgan Stanley MS Stock Holding History

Susquehanna Portfolio Strategies’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 		– Sell
-16,500
Closed -$2.72M – 1003
2026
Q1 		$2.72M Hold
16,500
– – 0.04% 426
2025
Q4 		$2.93M Hold
16,500
– – 0.05% 420
2025
Q3 		$2.62M Hold
16,500
– – 0.04% 453
2025
Q2 		$2.32M Buy
+16,500
New +$2.03M 0.05% 344
2024
Q4 		– Sell
-237,080
Closed -$24.7M – 216
2024
Q3 		$24.7M Hold
237,080
– – 1.69% 9
2024
Q2 		$23M Sell
237,080
-271,769
-53% -$25.9M 0.95% 22
2024
Q1 		$47.9M Hold
508,849
– – 1.12% 10
2023
Q4 		$47.5M Buy
+508,849
New +$40.7M 0.84% 5

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Susquehanna Portfolio Strategies's MS Position: Q2 2026 in Review

Susquehanna Portfolio Strategies sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 16,500 shares — an estimated $2.72M sold.

Susquehanna Portfolio Strategies first reported a position in MS in Q4 2023 and held it in 8 quarters. The position peaked at $47.9M in Q1 2024. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Susquehanna Portfolio Strategies reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 16,500 Morgan Stanley shares in Q2 2026, an estimated $2.72M.
  • Susquehanna Portfolio Strategies first reported a position in Morgan Stanley in Q4 2023 and held it in 8 quarters.
  • Susquehanna Portfolio Strategies's Morgan Stanley position peaked at $47.9M in Q1 2024.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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