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Sage Mountain Advisors LLC

SEC CIK
0001832274
Latest filing
Aug 5, 2026

MS holding history

Morgan Stanley in every 13F filed by Sage Mountain Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q2 2021
Holdings of MS by Sage Mountain Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−7,931−100.0%Sold outHolders
Q4 20257,931$1.41M0.1%−91−1.1%ReducedHolders
Q3 20258,022$1.28M0.1%+309+4.0%AddedHolders
Q2 20257,713$1.09M0.1%+513+7.1%AddedHolders
Q1 20257,200$840.0K0.1%+359+5.2%AddedHolders
Q4 20246,841$860.1K0.1%+689+11.2%AddedHolders
Q3 20246,152$641.3K0.1%+344+5.9%AddedHolders
Q2 20245,808$564.5K0.1%+1,492+34.6%AddedHolders
Q1 20244,316$406.4K<0.1%+676+18.6%AddedHolders
Q4 20233,640$339.4K<0.1%−812−18.2%ReducedHolders
Q3 20234,452$363.6K0.1%−707−13.7%ReducedHolders
Q2 20235,159$440.6K0.1%−434−7.8%ReducedHolders
Q1 20235,593$491.1K0.1%+3,035+118.6%AddedHolders
Q4 20222,558$217.5K<0.1%+2,558NewHolders
Q3 20220$00.0%−4,037−100.0%Sold outHolders
Q2 20224,037$307.0K0.1%−50−1.2%ReducedHolders
Q1 20224,087$357.0K0.1%−1,478−26.6%ReducedHolders
Q4 20215,565$546.0K0.1%+1,482+36.3%AddedHolders
Q3 20214,083$397.0K0.1%+29+0.7%AddedHolders
Q2 20214,054$372.0K0.1%+4,054NewHolders