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Sterling Financial Group’s Morgan Stanley MS Stock Holding History

Sterling 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
2025
Q3 		$289K Buy
1,817
+28
+2% +$4.13K 0.09% 64
2025
Q2 		$252K Hold
1,789
– – 0.08% 63
2025
Q1 		$209K Hold
1,789
– – 0.08% 62
2024
Q4 		$225K Buy
+1,789
New +$220K 0.08% 63

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sterling Financial Group's MS Position: Q3 2025 in Review

Sterling Financial Group increased its Morgan Stanley (MS) stake by 1.6% in Q3 2025, buying an estimated $4.13K and bringing the position to 1,817 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #64.

Sterling Financial Group first reported a position in MS in Q4 2024 and has held it in 4 quarters since. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Sterling Financial Group held 1,817 shares of Morgan Stanley worth $289K as of Q3 2025.
  • Sterling Financial Group bought 28 Morgan Stanley shares in Q3 2025, an estimated $4.13K.
  • Morgan Stanley made up 0.09% of Sterling Financial Group's portfolio in Q3 2025, its #64 holding.
  • Sterling Financial Group first reported a position in Morgan Stanley in Q4 2024 and has held it in 4 quarters since.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.