Sunbelt Securities’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.08M | Buy |
6,566
+590
| +10% | +$102K | 0.07% | 242 |
|
|
2025
Q4 | $1.06M | Buy |
5,976
+18
| +0.3% | +$3K | 0.07% | 232 |
|
|
2025
Q3 | $947K | Sell |
5,958
-659
| -10% | -$97.3K | 0.07% | 245 |
|
|
2025
Q2 | $832K | Buy |
6,617
+842
| +15% | +$103K | 0.07% | 234 |
|
|
2025
Q1 | $674K | Sell |
5,775
-842
| -13% | -$108K | 0.06% | 259 |
|
|
2024
Q4 | $832K | Sell |
6,617
-592
| -8% | -$72.9K | 0.07% | 234 |
|
|
2024
Q3 | $752K | Sell |
7,209
-232
| -3% | -$23.4K | 0.07% | 254 |
|
|
2024
Q2 | $723K | Buy |
7,441
+30
| +0.4% | +$2.86K | 0.07% | 240 |
|
|
2024
Q1 | $698K | Buy |
7,411
+159
| +2% | +$14K | 0.08% | 236 |
|
|
2023
Q4 | $676K | Buy |
7,252
+198
| +3% | +$15.8K | 0.09% | 245 |
|
|
2023
Q3 | $576K | Buy |
7,054
+37
| +0.5% | +$3.21K | 0.08% | 255 |
|
|
2023
Q2 | $599K | Buy |
7,017
+414
| +6% | +$35.4K | 0.09% | 249 |
|
|
2023
Q1 | $569K | Buy |
6,603
+38
| +0.6% | +$3.55K | 0.09% | 236 |
|
|
2022
Q4 | $558K | Buy |
6,565
+500
| +8% | +$42.6K | 0.11% | 228 |
|
|
2022
Q3 | $479K | Sell |
6,065
-393
| -6% | -$33.1K | 0.1% | 239 |
|
|
2022
Q2 | $491K | Buy |
6,458
+1,754
| +37% | +$144K | 0.1% | 243 |
|
|
2022
Q1 | $425K | Buy |
4,704
+207
| +5% | +$20K | 0.08% | 286 |
|
|
2021
Q4 | $478K | Buy |
4,497
+1,242
| +38% | +$124K | 0.08% | 279 |
|
|
2021
Q3 | $297K | Hold |
3,255
| – | – | 0.05% | 351 |
|
|
2021
Q2 | $297K | Buy |
3,255
+501
| +18% | +$43K | 0.05% | 351 |
|
|
2021
Q1 | $214K | Buy |
+2,754
| New | +$211K | 0.04% | 387 |
|
|
2020
Q1 | – | Sell |
-7,460
| Closed | -$381K | – | 548 |
|
|
2019
Q4 | $381K | Sell |
7,460
-190
| -2% | -$8.99K | 0.04% | 382 |
|
|
2019
Q3 | $326K | Buy |
7,650
+1,710
| +29% | +$73.1K | 0.04% | 399 |
|
|
2019
Q2 | $260K | Buy |
5,940
+109
| +2% | +$4.86K | 0.11% | 224 |
|
|
2019
Q1 | $246K | Buy |
5,831
+287
| +5% | +$12.1K | 0.12% | 199 |
|
|
2018
Q4 | $220K | Buy |
5,544
+423
| +8% | +$18.5K | 0.13% | 189 |
|
|
2018
Q3 | $238K | Buy |
5,121
+363
| +8% | +$17.7K | 0.13% | 193 |
|
|
2018
Q2 | $226K | Buy |
4,758
+2
| +0% | +$105 | 0.14% | 191 |
|
|
2018
Q1 | $257K | Buy |
+4,756
| New | +$263K | 0.24% | 149 |
|
Other funds holding MS
VCM
VPM
Sunbelt Securities's MS Position: Q1 2026 in Review
Sunbelt Securities increased its Morgan Stanley (MS) stake by 9.9% in Q1 2026, buying an estimated $102K and bringing the position to 6,566 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #242.
Sunbelt Securities first reported a position in MS in Q1 2018 and has held it in 29 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Sunbelt Securities held 6,566 shares of Morgan Stanley worth $1.08M as of Q1 2026.
- Sunbelt Securities bought 590 Morgan Stanley shares in Q1 2026, an estimated $102K.
- Morgan Stanley made up 0.07% of Sunbelt Securities's portfolio in Q1 2026, its #242 holding.
- Sunbelt Securities first reported a position in Morgan Stanley in Q1 2018 and has held it in 29 quarters since.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.