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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
2025
Q4 		– Sell
-1,284
Closed -$204K – 128
2025
Q3 		$204K Buy
+1,284
New +$190K 0.12% 111

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carter Financial Group's MS Position: Q4 2025 in Review

Carter Financial Group sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 1,284 shares — an estimated $204K sold.

Carter Financial Group first reported a position in MS in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 2,522 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Carter Financial Group reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Carter Financial Group sold 1,284 Morgan Stanley shares in Q4 2025, an estimated $204K.
  • Carter Financial Group first reported a position in Morgan Stanley in Q3 2025 and held it in 1 quarter.
  • Carter Financial Group's Morgan Stanley position peaked at $204K in Q3 2025.
  • 2,522 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Carter Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.