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
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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SageView Advisory Group's MS Position: Q4 2025 in Review

SageView Advisory Group increased its Morgan Stanley (MS) stake by 40% in Q4 2025, buying an estimated $208K and bringing the position to 4,350 shares worth $772K. The position accounts for 0.03% of the portfolio, ranked #288.

SageView Advisory Group first reported a position in MS in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.15M in Q2 2024. 2,522 funds tracked by Wall St. Rank hold MS as of Q4 2025.

SageView Advisory Group held 4,350 shares of Morgan Stanley worth $772K as of Q4 2025.
SageView Advisory Group bought 1,244 Morgan Stanley shares in Q4 2025, an estimated $208K.
Morgan Stanley made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #288 holding.
SageView Advisory Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Morgan Stanley position peaked at $1.15M in Q2 2024.
2,522 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.