SAG
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SageView Advisory Group’s Morgan Stanley MS Stock Holding History

SageView Advisory 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
Q2 		$1.15M Buy
5,496
+1,033
+23% +$205K 0.04% 229
2026
Q1 		$734K Buy
4,463
+113
+3% +$19.6K 0.03% 275
2025
Q4 		$772K Buy
4,350
+1,244
+40% +$208K 0.03% 288
2025
Q3 		$494K Sell
3,106
-142
-4% -$21K 0.02% 384
2025
Q2 		$463K Buy
3,248
+188
+6% +$23.1K 0.02% 389
2025
Q1 		$357K Sell
3,060
-3,875
-56% -$499K 0.02% 421
2024
Q4 		$872K Buy
6,935
+361
+5% +$44.5K 0.04% 240
2024
Q3 		$685K Sell
6,574
-5,228
-44% -$526K 0.03% 250
2024
Q2 		$1.15M Buy
11,802
+11,212
+1,900% +$1.07M 0.05% 204
2024
Q1 		$212K Sell
590
-10,259
-95% -$903K 0.01% 501
2023
Q4 		$951K Buy
10,849
+7,797
+255% +$624K 0.04% 264
2023
Q3 		$249K Buy
3,052
+114
+4% +$9.9K 0.01% 462
2023
Q2 		$251K Sell
2,938
-31
-1% -$2.65K 0.01% 480
2023
Q1 		$261K Sell
2,969
-226
-7% -$21.1K 0.02% 413
2022
Q4 		$272K Buy
+3,195
New +$272K 0.02% 344

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SageView Advisory Group's MS Position: Q2 2026 in Review

SageView Advisory Group increased its Morgan Stanley (MS) stake by 23% in Q2 2026, buying an estimated $205K and bringing the position to 5,496 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #229.

SageView Advisory Group first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • SageView Advisory Group held 5,496 shares of Morgan Stanley worth $1.15M as of Q2 2026.
  • SageView Advisory Group bought 1,033 Morgan Stanley shares in Q2 2026, an estimated $205K.
  • Morgan Stanley made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #229 holding.
  • SageView Advisory Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.