Surience Private Wealth LLC / MS
Surience Private Wealth LLC’s Morgan Stanley Position
Does Surience Private Wealth LLC own Morgan Stanley (MS)? Not currently — the last reported position was 35.4K shares worth $4M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q4 2024
Shares
35.4K
% of Portfolio
+5.74%
Quarters Held
2
position exited
Position History MS
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of MS.