Sterling Capital Management’s Morgan Stanley MS Stock Holding History

Sterling Capital Management’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	$12.7M	Buy	60,737 +33	+0.1%	+$6.54K	0.22%	93
2026 Q1	$9.99M	Buy	60,704 +8,170	+16%	+$1.41M	0.19%	98
2025 Q4	$9.33M	Buy	52,534 +18,556	+55%	+$3.1M	0.15%	112
2025 Q3	$5.4M	Sell	33,978 -1,469	-4%	-$217K	0.08%	169
2025 Q2	$4.99M	Sell	35,447 -1,509	-4%	-$185K	0.07%	193
2025 Q1	$4.31M	Sell	36,956 -3,317	-8%	-$427K	0.07%	197
2024 Q4	$5.06M	Sell	40,273 -6,826	-14%	-$841K	0.07%	212
2024 Q3	$4.91M	Buy	+47,099	New	+$4.74M	0.06%	222
2019 Q3	$67.1M	Buy	1,573,182 +135,126	+9%	+$5.77M	0.64%	57
2019 Q2	$63M	Buy	1,438,056 +38,755	+3%	+$1.73M	0.61%	63
2019 Q1	$59.1M	Buy	1,399,301 +138,565	+11%	+$5.83M	0.58%	68
2018 Q4	$50M	Buy	+1,260,736	New	+$55M	0.54%	71
2018 Q3	–	Sell	-220,422	Closed	-$10.4M	–	898
2018 Q2	$10.4M	Sell	220,422 -2,090	-0.9%	-$109K	0.1%	185
2018 Q1	$12M	Buy	222,512 +2,650	+1%	+$147K	0.11%	175
2017 Q4	$11.5M	Sell	219,862 -7,150	-3%	-$362K	0.1%	181
2017 Q3	$10.9M	Sell	227,012 -17,030	-7%	-$790K	0.1%	171
2017 Q2	$10.9M	Sell	244,042 -8,066	-3%	-$348K	0.1%	169
2017 Q1	$10.8M	Buy	252,108 +16,400	+7%	+$728K	0.1%	177
2016 Q4	$9.96M	Buy	235,708 +142,048	+152%	+$5.37M	0.09%	175
2016 Q3	$3M	Buy	93,660 +83,360	+809%	+$2.49M	0.03%	296
2016 Q2	$268K	Hold	10,300	–	–	﹤0.01%	839
2016 Q1	$258K	Sell	10,300 -9,100	-47%	-$232K	﹤0.01%	839
2015 Q4	$617K	Sell	19,400 -72,160	-79%	-$2.4M	0.01%	654
2015 Q3	$2.88M	Sell	91,560 -144,530	-61%	-$5.26M	0.03%	303
2015 Q2	$9.16M	Buy	236,090 +198,590	+530%	+$7.56M	0.08%	126
2015 Q1	$1.34M	Sell	37,500 -167,080	-82%	-$5.99M	0.01%	391
2014 Q4	$7.94M	Buy	204,580 +178,380	+681%	+$6.35M	0.07%	129
2014 Q3	$906K	Buy	26,200 +5,100	+24%	+$170K	0.01%	636
2014 Q2	$682K	Buy	21,100 +1,900	+10%	+$58.6K	0.01%	671
2014 Q1	$598K	Buy	+19,200	New	+$593K	0.01%	731

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sterling Capital Management's MS Position: Q2 2026 in Review

Sterling Capital Management increased its Morgan Stanley (MS) stake by 0.05% in Q2 2026, buying an estimated $6.54K and bringing the position to 60,737 shares worth $12.7M. The position accounts for 0.22% of the portfolio, ranked #93.

Sterling Capital Management first reported a position in MS in Q1 2014 and has held it in 30 quarters since. The position peaked at $67.1M in Q3 2019. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Sterling Capital Management held 60,737 shares of Morgan Stanley worth $12.7M as of Q2 2026.
Sterling Capital Management bought 33 Morgan Stanley shares in Q2 2026, an estimated $6.54K.
Morgan Stanley made up 0.22% of Sterling Capital Management's portfolio in Q2 2026, its #93 holding.
Sterling Capital Management first reported a position in Morgan Stanley in Q1 2014 and has held it in 30 quarters since.
Sterling Capital Management's Morgan Stanley position peaked at $67.1M in Q3 2019.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.