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Stonegate Investment Group’s Morgan Stanley MS Stock Holding History

Stonegate Investment 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 		$16.2M Buy
101,602
+765
+0.8% +$113K 0.37% 42
2025
Q2 		$14.2M Buy
100,837
+236
+0.2% +$29K 0.36% 44
2025
Q1 		$11.7M Buy
100,601
+1,188
+1% +$153K 0.31% 47
2024
Q4 		$12.5M Buy
99,413
+526
+0.5% +$64.8K 0.33% 47
2024
Q3 		$10.3M Buy
98,887
+64,262
+186% +$6.47M 0.27% 50
2024
Q2 		$3.37M Sell
34,625
-1,391
-4% -$132K 0.1% 85
2024
Q1 		$3.39M Sell
36,016
-1,335
-4% -$118K 0.11% 88
2023
Q4 		$3.48M Sell
37,351
-31,643
-46% -$2.53M 0.12% 80
2023
Q3 		$5.63M Sell
68,994
-2,110
-3% -$183K 0.2% 58
2023
Q2 		$6.07M Sell
71,104
-672
-0.9% -$57.5K 0.22% 60
2023
Q1 		$6.3M Sell
71,776
-591
-0.8% -$55.2K 0.24% 58
2022
Q4 		$6.15M Buy
72,367
+65,681
+982% +$5.6M 0.27% 57
2022
Q3 		$528K Buy
6,686
+16
+0.2% +$1.35K 0.02% 180
2022
Q2 		$507K Buy
6,670
+690
+12% +$56.5K 0.02% 186
2022
Q1 		$523K Sell
5,980
-273
-4% -$26.3K 0.02% 174
2021
Q4 		$614K Buy
+6,253
New +$623K 0.03% 161

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stonegate Investment Group's MS Position: Q3 2025 in Review

Stonegate Investment Group increased its Morgan Stanley (MS) stake by 0.76% in Q3 2025, buying an estimated $113K and bringing the position to 101,602 shares worth $16.2M. The position accounts for 0.37% of the portfolio, ranked #42.

Stonegate Investment Group first reported a position in MS in Q4 2021 and has held it in 16 quarters since. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Stonegate Investment Group held 101,602 shares of Morgan Stanley worth $16.2M as of Q3 2025.
  • Stonegate Investment Group bought 765 Morgan Stanley shares in Q3 2025, an estimated $113K.
  • Morgan Stanley made up 0.37% of Stonegate Investment Group's portfolio in Q3 2025, its #42 holding.
  • Stonegate Investment Group first reported a position in Morgan Stanley in Q4 2021 and has held it in 16 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.