Carter Financial Group
MS icon

Carter Financial Group’s Morgan Stanley MS Stock Holding History

Carter Financial Group’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
Q3 		$283K Buy
+1,503
New +$319K 0.14% 102
2025
Q4 		– Sell
-1,284
Closed -$204K – 128
2025
Q3 		$204K Buy
+1,284
New +$190K 0.12% 111

Other funds holding MS

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Swedbank
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Carter Financial Group's MS Position: Q3 2026 in Review

Carter Financial Group opened a new position in Morgan Stanley (MS) in Q3 2026: 1,503 shares worth $283K. The stake represents 0.14% of the portfolio and ranks #102 among its holdings. This is a return to the name: Carter Financial Group previously reported a position in MS as recently as Q3 2025.

Carter Financial Group first reported a position in MS in Q3 2025 and has held it in 2 quarters since. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Carter Financial Group held 1,503 shares of Morgan Stanley worth $283K as of Q3 2026.
  • Morgan Stanley was a new Carter Financial Group position in Q3 2026.
  • Morgan Stanley made up 0.14% of Carter Financial Group's portfolio in Q3 2026, its #102 holding.
  • Carter Financial Group first reported a position in Morgan Stanley in Q3 2025 and has held it in 2 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.