Skip to content
Disclosery

MORGAN STANLEY: SMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on SMH, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 4,074,538 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,074,538 shares
    Change vs previous 13F -1,388,334 shares

    0.14% of the 13F portfolio, value $2,672,449,897.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,462,872 shares
    Change vs previous 13F +2,805,332 shares

    0.13% of the 13F portfolio, value $2,094,465,751.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 2,657,540 shares
    Change vs previous 13F +121,815 shares

    0.06% of the 13F portfolio, value $957,060,572.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 2,535,725 shares
    Change vs previous 13F +705,055 shares

    0.05% of the 13F portfolio, value $827,559,468.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,830,670 shares
    Change vs previous 13F +30,630 shares

    0.03% of the 13F portfolio, value $510,537,914.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,800,040 shares
    Change vs previous 13F +198,837 shares

    0.03% of the 13F portfolio, value $380,654,839.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 1,601,203 shares
    Change vs previous 13F +38,592 shares

    0.03% of the 13F portfolio, value $387,763,598.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 1,562,611 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $383,543,320.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).