SFG
MS icon

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
Q2 		$1.68M Hold
8,041
– – 0.1% 39
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
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

Sather Financial Group's MS Position: Q2 2026 in Review

Sather Financial Group held its Morgan Stanley (MS) position steady in Q2 2026 at 8,041 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #39.

Sather Financial Group first reported a position in MS in Q3 2017 and has held it in 8 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sather Financial Group held 8,041 shares of Morgan Stanley worth $1.68M as of Q2 2026.
  • Sather Financial Group left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.1% of Sather Financial Group's portfolio in Q2 2026, its #39 holding.
  • Sather Financial Group first reported a position in Morgan Stanley in Q3 2017 and has held it in 8 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.