Morgan Stanley
SBC

Morgan Stanley’s SBC Medical Group SBC Stock Holding History

Morgan Stanley’s Portfolio SBC Stock Details SBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.1K Sell
8,399
-7,107
-46% -$29.7K ﹤0.01% 6540
2025
Q4 		$66.8K Buy
15,506
+9,612
+163% +$36.7K ﹤0.01% 6343
2025
Q3 		$25.6K Sell
5,894
-2,351
-29% -$10.6K ﹤0.01% 6609
2025
Q2 		$38.3K Buy
8,245
+7,345
+816% +$29K ﹤0.01% 6442
2025
Q1 		$2.87K Hold
900
– – ﹤0.01% 7103
2024
Q4 		$5K Buy
+900
New +$6.14K ﹤0.01% 7011

Other funds holding SBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley's SBC Position: Q1 2026 in Review

Morgan Stanley reduced its SBC Medical Group (SBC) stake by 46% in Q1 2026, selling an estimated $29.7K and leaving 8,399 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6540.

Morgan Stanley first reported a position in SBC in Q4 2024 and has held it in 6 quarters since. The position peaked at $66.8K in Q4 2025. 50 funds tracked by Wall St. Rank hold SBC as of Q1 2026.

  • Morgan Stanley held 8,399 shares of SBC Medical Group worth $35.1K as of Q1 2026.
  • Morgan Stanley sold 7,107 SBC Medical Group shares in Q1 2026, an estimated $29.7K.
  • SBC Medical Group made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6540 holding.
  • Morgan Stanley first reported a position in SBC Medical Group in Q4 2024 and has held it in 6 quarters since.
  • Morgan Stanley's SBC Medical Group position peaked at $66.8K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held SBC Medical Group as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.