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
Q2 		$31.9K Buy
10,347
+1,948
+23% +$6.61K ﹤0.01% 6659
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

LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Morgan Stanley's SBC Position: Q2 2026 in Review

Morgan Stanley increased its SBC Medical Group (SBC) stake by 23% in Q2 2026, buying an estimated $6.61K and bringing the position to 10,347 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6659.

Morgan Stanley first reported a position in SBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $66.8K in Q4 2025. 56 funds tracked by Wall St. Rank hold SBC as of Q2 2026.

  • Morgan Stanley held 10,347 shares of SBC Medical Group worth $31.9K as of Q2 2026.
  • Morgan Stanley bought 1,948 SBC Medical Group shares in Q2 2026, an estimated $6.61K.
  • SBC Medical Group made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6659 holding.
  • Morgan Stanley first reported a position in SBC Medical Group in Q4 2024 and has held it in 7 quarters since.
  • Morgan Stanley's SBC Medical Group position peaked at $66.8K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held SBC Medical Group as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.