Question 1

Does Morgan Stanley own SMH stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Morgan Stanley holds 4,074,538 shares of SMH, worth $2.7B.

Question 2

How many shares of SMH does Morgan Stanley own?

Accepted Answer

As of its Q2 2026 13F, Morgan Stanley holds 4,074,538 shares of SMH.

Question 3

What is Morgan Stanley's SMH position worth?

Accepted Answer

As of its Q2 2026 13F, Morgan Stanley's SMH position is worth $2.7B.

Question 4

Is Morgan Stanley buying or selling SMH?

Accepted Answer

In Q2 2026, Morgan Stanley reduced its SMH position by 1,388,334 shares (-25.4%).

Question 5

When did Morgan Stanley first buy SMH?

Accepted Answer

Morgan Stanley already held SMH in its Q2 2024 13F, the earliest on record, and has listed it in 9 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	4.1M	-25.4%	$2.7B	0.1%	$655.89	0
2026-Q1	Increased	5.5M	+105.6%	$2.1B	0.1%	$383.40	62
2025-Q4	Increased	2.7M	+4.8%	$957.1M	0.1%	$360.13	33
2025-Q3	Increased	2.5M	+38.5%	$827.6M	0.1%	$325.35	42
2025-Q2	Increased	1.8M	+1.7%	$510.5M	0.0%	$278.01	32
2025-Q1	Increased	1.8M	+12.4%	$380.7M	0.0%	$210.81	35
2024-Q4	Increased	1.6M	+2.5%	$387.8M	0.0%	$241.42	32
2024-Q3	Decreased	1.6M	-14.4%	$383.5M	0.0%	$243.61	0