Sather Financial Group’s Morgan Stanley MS Stock Holding History

Sather 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
2026 Q1	$1.32M	Buy	8,041 +47	+0.6%	+$8.14K	0.08%	39
2025 Q4	$1.42M	Buy	7,994 +323	+4%	+$53.9K	0.08%	38
2025 Q3	$1.22M	Buy	7,671 +647	+9%	+$95.5K	0.07%	41
2025 Q2	$989K	Buy	+7,024	New	+$863K	0.06%	48
2018 Q2	–	Sell	-4,000	Closed	-$216K	–	76
2018 Q1	$216K	Hold	4,000	–	–	0.05%	73
2017 Q4	$210K	Sell	4,000 -500	-11%	-$25.3K	0.05%	64
2017 Q3	$217K	Buy	+4,500	New	+$209K	0.06%	64

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sather Financial Group's MS Position: Q1 2026 in Review

Sather Financial Group increased its Morgan Stanley (MS) stake by 0.59% in Q1 2026, buying an estimated $8.14K and bringing the position to 8,041 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #39.

Sather Financial Group first reported a position in MS in Q3 2017 and has held it in 7 quarters since. The position peaked at $1.42M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Sather Financial Group held 8,041 shares of Morgan Stanley worth $1.32M as of Q1 2026.
Sather Financial Group bought 47 Morgan Stanley shares in Q1 2026, an estimated $8.14K.
Morgan Stanley made up 0.08% of Sather Financial Group's portfolio in Q1 2026, its #39 holding.
Sather Financial Group first reported a position in Morgan Stanley in Q3 2017 and has held it in 7 quarters since.
Sather Financial Group's Morgan Stanley position peaked at $1.42M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.