Stoneridge, Inc.
US ˙ NYSE ˙ US86183P1021

SecuritySRI / Stoneridge, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership241,475 shares
Latest Disclosed Value $ 1,166,324
Morgan Stanley reports 35.79% decrease in ownership of SRI / Stoneridge, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 241,475 shares of Stoneridge, Inc. (US:SRI) valued at $1,166,324 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 376,079 shares of Stoneridge, Inc.. This represents a change in shares of -35.79% during the quarter. The current value of the position is $1,789,330 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F STONERIDGE COM 86183P102 241,475 -134,604 -35.79 1,166 -46.44 0.0001
2026-05-27 2025-12-31 13F/A-1 STONERIDGE COM 86183P102 376,079 -155,724 -29.28 2,178 -46.27 0.0001
2026-02-13 2025-12-31 13F STONERIDGE COM 86183P102 376,079 -155,724 2,178 0.0001
2026-05-27 2025-09-30 13F/A-1 STONERIDGE COM 86183P102 531,803 -44,084 -7.65 4,052 -0.05 0.0002
2025-11-14 2025-09-30 13F STONERIDGE COM 86183P102 531,803 -44,084 4,052 0.0002
2025-08-15 2025-06-30 13F STONERIDGE COM 86183P102 575,887 -1,879 -0.33 4,054 52.92 0.0003
2025-05-15 2025-03-31 13F STONERIDGE COM 86183P102 577,766 149,319 34.85 2,652 -1.30 0.0002
2025-05-15 2024-12-31 13F/A-1 STONERIDGE COM 86183P102 428,447 183,104 74.63 2,686 -2.15 0.0002
2025-02-14 2024-12-31 13F STONERIDGE COM 86183P102 428,447 183,104 2,686 0.0002
2025-05-14 2024-09-30 13F/A-2 STONERIDGE COM 86183P102 245,343 -37,059 -13.12 2,745 -39.09 0.0002
2025-02-14 2024-09-30 13F/A-1 STONERIDGE COM 86183P102 245,343 -37,059 2,745 0.0002
2024-11-14 2024-09-30 13F STONERIDGE COM 86183P102 245,343 -37,059 2,745 0.0000
2025-05-14 2024-06-30 13F/A-2 STONERIDGE COM 86183P102 282,402 31,870 12.72 4,507 -2.42 0.0003
2024-10-17 2024-06-30 13F/A-1 STONERIDGE COM 86183P102 282,402 31,870 4,507 0.0003
2024-08-14 2024-06-30 13F STONERIDGE COM 86183P102 282,402 31,870 4,507 0.0003
2024-10-17 2024-03-31 13F/A-2 STONERIDGE COM 86183P102 250,532 40,940 19.53 4,620 12.63 0.0004
2024-08-16 2024-03-31 13F/A-1 STONERIDGE COM 86183P102 250,532 40,940 4,620 0.0000
2024-05-15 2024-03-31 13F STONERIDGE COM 86183P102 250,532 40,940 4,620 0.0004
2024-08-16 2023-12-31 13F/A-1 STONERIDGE COM 86183P102 209,592 68,966 49.04 4,102 45.32 0.0004
2024-02-13 2023-12-31 13F STONERIDGE COM 86183P102 209,592 68,966 4,102 0.0004
2023-11-15 2023-09-30 13F STONERIDGE COM 86183P102 140,626 5,301 3.92 2,822 10.67 0.0003
2023-08-14 2023-06-30 13F STONERIDGE COM 86183P102 135,325 3,851 2.93 2,551 3.74 0.0003
2023-05-15 2023-03-31 13F STONERIDGE COM 86183P102 131,474 1,273 0.98 2,459 -12.43 0.0003
2023-02-14 2022-12-31 13F STONERIDGE COM 86183P102 130,201 9,873 8.21 2,807 37.67 0.0003
2022-11-14 2022-09-30 13F STONERIDGE COM 86183P102 120,328 36,915 44.26 2,039 42.59 0.0003
2022-10-27 2022-06-30 13F/A-1 STONERIDGE COM 86183P102 83,413 74,100 795.66 1,430 637.11 0.0002
2022-08-15 2022-06-30 13F STONERIDGE COM 86183P102 83,413 74,100 1,430 0.0000
2022-10-27 2022-03-31 13F/A-1 STONERIDGE COM 86183P102 9,313 -24,725 -72.64 194 -71.13 0.0000
2022-05-13 2022-03-31 13F STONERIDGE COM 86183P102 9,313 -24,725 194 0.0000
2022-02-14 2021-12-31 13F STONERIDGE COM 86183P102 34,038 -62,279 -64.66 672 -65.77 0.0001
2021-11-15 2021-09-30 13F STONERIDGE COM 86183P102 96,317 22,381 30.27 1,963 -10.00 0.0003
2021-08-23 2021-06-30 13F/A-1 STONERIDGE COM 86183P102 73,936 -54,337 -42.36 2,181 -46.56 0.0003
2021-08-16 2021-06-30 13F STONERIDGE COM 86183P102 73,936 -54,337 2,181 0.0001
2021-05-17 2021-03-31 13F STONERIDGE COM 86183P102 128,273 65,644 104.81 4,081 115.58 0.0006
2021-02-16 2020-12-31 13F STONERIDGE COM 86183P102 62,629 32,227 106.00 1,893 238.64 0.0003
2020-11-13 2020-09-30 13F STONERIDGE COM 86183P102 30,402 -28,719 -48.58 559 -54.22 0.0001
2020-08-14 2020-06-30 13F STONERIDGE COM 86183P102 59,121 -64,048 -52.00 1,221 -40.81 0.0003
2020-05-26 2020-03-31 13F/A-1 STONERIDGE COM 86183P102 123,169 48,161 64.21 2,063 -6.23 0.0006
2020-05-15 2020-03-31 13F STONERIDGE COM 86183P102 123,169 48,161 2,063 158.4814
2020-02-14 2019-12-31 13F STONERIDGE COM 86183P102 75,008 29,866 66.16 2,200 57.37 0.0005
2019-11-14 2019-09-30 13F STONERIDGE COM 86183P102 45,142 36,336 412.63 1,398 402.88 0.0004
2019-08-14 2019-06-30 13F STONERIDGE COM 86183P102 8,806 -3,843 -30.38 278 -23.84 0.0001
2019-05-15 2019-03-31 13F STONERIDGE COM 86183P102 12,649 -293,204 -95.86 365 -95.16 0.0001
2019-02-14 2018-12-31 13F STONERIDGE COM 86183P102 305,853 -90,033 -22.74 7,539 -35.93 0.0023
2019-04-23 2018-09-30 13F/A-2 STONERIDGE COM 86183P102 395,886 95,301 31.71 11,766 11.40 0.0029
2018-11-20 2018-09-30 13F/A-1 STONERIDGE COM 86183P102 395,886 0 11,766 0.0029
2018-11-14 2018-09-30 13F STONERIDGE COM 86183P102 395,886 95,301 11,766
2019-04-23 2018-06-30 13F/A-1 STONERIDGE COM 86183P102 300,585 -13,519 -4.30 10,562 21.84 0.0029
2018-08-14 2018-06-30 13F STONERIDGE COM 86183P102 300,585 -13,519 10,562
2019-04-23 2018-03-31 13F/A-1 STONERIDGE COM 86183P102 314,104 -22,650 -6.73 8,669 12.61 0.0024
2018-05-14 2018-03-31 13F STONERIDGE COM 86183P102 314,104 -22,650 8,669
2019-04-23 2017-12-31 13F/A-1 STONERIDGE COM 86183P102 336,754 249,614 286.45 7,698 346.00 0.0021
2018-02-14 2017-12-31 13F STONERIDGE COM 86183P102 336,754 249,614 7,698
2017-11-14 2017-09-30 13F STONERIDGE COM 86183P102 87,140 8,338 10.58 1,726 42.17 0.0005
2017-08-11 2017-06-30 13F STONERIDGE COM 86183P102 78,802 -40,436 -33.91 1,214 -43.87 0.0004
2017-05-22 2017-03-31 13F/A-1 STONERIDGE COM 86183P102 119,238 1,725 1.47 2,163 4.04 0.0007
2017-05-12 2017-03-31 13F STONERIDGE COM 86183P102 119,238 2,163
2017-02-22 2016-12-31 13F/A-1 STONERIDGE COM 86183P102 117,513 61,847 111.10 2,079 103.03 0.0007
2017-02-13 2016-12-31 13F STONERIDGE COM 86183P102 117,513 2,079
2016-11-10 2016-09-30 13F STONERIDGE COM 86183P102 55,666 5,308 10.54 1,024 36.17 0.0003
2016-08-12 2016-06-30 13F STONERIDGE COM 86183P102 50,358 -15,720 -23.79 752 -21.83 0.0003
2016-05-12 2016-03-31 13F STONERIDGE COM 86183P102 66,078 52,226 377.03 962 369.27 0.0004
2016-02-09 2015-12-31 13F STONERIDGE COM 86183P102 13,852 -5,724 -29.24 205 -15.29 0.0001
2016-02-08 2015-09-30 13F/A-1 STONERIDGE COM 86183P102 19,576 -20,415 -51.05 242 -48.29 0.0001
2015-11-09 2015-09-30 13F STONERIDGE COM 86183P102 19,576 242
2015-08-12 2015-06-30 13F STONERIDGE COM 86183P102 39,991 30,857 337.83 468 350.00 0.0002
2015-05-14 2015-03-31 13F STONERIDGE COM 86183P102 9,134 -802 -8.07 104 -18.11 0.0000
2015-02-13 2014-12-31 13F STONERIDGE COM 86183P102 9,936 -4,747 -32.33 127 -23.49 0.0000
2014-12-16 2014-09-30 13F/A-1 STONERIDGE COM 86183P102 14,683 -45,101 -75.44 166 -75.30 0.0001
2014-11-14 2014-09-30 13F STONERIDGE COM 86183P102 14,683 166
2014-05-13 2014-03-31 13F STONERIDGE COM 86183P102 59,784 4,411 7.97 672 -4.82 0.0003
2014-02-13 2013-12-31 13F STONERIDGE COM 86183P102 55,373 -40,197 -42.06 706 -31.66 0.0003
2013-11-13 2013-09-30 13F STONERIDGE INC COM ST COM 86183P102 95,570 20,761 27.75 1,033 18.46 0.0005
2013-08-08 2013-06-30 13F STONERIDGE INC COM ST COM 86183P102 74,809 74,809 872 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.