Douglas Lane & Associates’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
Q2 | $153M | Sell |
731,365
-50,214
| -6% | -$9.94M | 2.07% | 6 |
|
|
2026
Q1 | $129M | Sell |
781,579
-18,960
| -2% | -$3.28M | 1.85% | 5 |
|
|
2025
Q4 | $142M | Sell |
800,539
-47,889
| -6% | -$7.99M | 1.95% | 6 |
|
|
2025
Q3 | $135M | Sell |
848,428
-48,026
| -5% | -$7.09M | 1.88% | 7 |
|
|
2025
Q2 | $126M | Sell |
896,454
-53,822
| -6% | -$6.61M | 1.83% | 9 |
|
|
2025
Q1 | $111M | Sell |
950,276
-18,539
| -2% | -$2.39M | 1.63% | 13 |
|
|
2024
Q4 | $122M | Sell |
968,815
-31,327
| -3% | -$3.86M | 1.72% | 11 |
|
|
2024
Q3 | $104M | Sell |
1,000,142
-31,261
| -3% | -$3.15M | 1.43% | 16 |
|
|
2024
Q2 | $100M | Sell |
1,031,403
-7,362
| -0.7% | -$701K | 1.42% | 15 |
|
|
2024
Q1 | $97.8M | Sell |
1,038,765
-1,650
| -0.2% | -$145K | 1.38% | 18 |
|
|
2023
Q4 | $97M | Sell |
1,040,415
-8,220
| -0.8% | -$658K | 1.49% | 15 |
|
|
2023
Q3 | $85.6M | Sell |
1,048,635
-4,465
| -0.4% | -$388K | 1.44% | 19 |
|
|
2023
Q2 | $89.9M | Sell |
1,053,100
-8,631
| -0.8% | -$738K | 1.45% | 19 |
|
|
2023
Q1 | $93.2M | Sell |
1,061,731
-20,465
| -2% | -$1.91M | 1.55% | 13 |
|
|
2022
Q4 | $92M | Sell |
1,082,196
-13,590
| -1% | -$1.16M | 1.54% | 15 |
|
|
2022
Q3 | $86.6M | Sell |
1,095,786
-3,986
| -0.4% | -$336K | 1.6% | 17 |
|
|
2022
Q2 | $83.6M | Buy |
1,099,772
+9,959
| +0.9% | +$816K | 1.42% | 21 |
|
|
2022
Q1 | $95.3M | Buy |
1,089,813
+1,706
| +0.2% | +$165K | 1.34% | 21 |
|
|
2021
Q4 | $107M | Sell |
1,088,107
-12,047
| -1% | -$1.2M | 1.42% | 20 |
|
|
2021
Q3 | $107M | Sell |
1,100,154
-30,894
| -3% | -$3.06M | 1.53% | 19 |
|
|
2021
Q2 | $104M | Sell |
1,131,048
-28,182
| -2% | -$2.42M | 1.45% | 21 |
|
|
2021
Q1 | $90M | Sell |
1,159,230
-21,570
| -2% | -$1.65M | 1.4% | 26 |
|
|
2020
Q4 | $80.9M | Buy |
1,180,800
+11,712
| +1% | +$672K | 1.36% | 24 |
|
|
2020
Q3 | $56.5M | Buy |
1,169,088
+373
| +0% | +$18.8K | 1.12% | 37 |
|
|
2020
Q2 | $56.4M | Sell |
1,168,715
-10,309
| -0.9% | -$433K | 1.21% | 28 |
|
|
2020
Q1 | $40.1M | Buy |
1,179,024
+9,191
| +0.8% | +$433K | 1.05% | 42 |
|
|
2019
Q4 | $59.8M | Buy |
1,169,833
+11,658
| +1% | +$552K | 1.11% | 38 |
|
|
2019
Q3 | $49.4M | Buy |
1,158,175
+27,875
| +2% | +$1.19M | 0.98% | 46 |
|
|
2019
Q2 | $49.5M | Buy |
1,130,300
+65,714
| +6% | +$2.93M | 0.96% | 48 |
|
|
2019
Q1 | $44.9M | Buy |
1,064,586
+150,641
| +16% | +$6.34M | 0.93% | 48 |
|
|
2018
Q4 | $36.2M | Buy |
913,945
+107,867
| +13% | +$4.71M | 0.85% | 53 |
|
|
2018
Q3 | $37.5M | Buy |
806,078
+44,026
| +6% | +$2.15M | 0.74% | 60 |
|
|
2018
Q2 | $36.1M | Buy |
762,052
+32,593
| +4% | +$1.7M | 0.77% | 61 |
|
|
2018
Q1 | $39.4M | Buy |
729,459
+22,815
| +3% | +$1.26M | 0.86% | 53 |
|
|
2017
Q4 | $37.1M | Buy |
706,644
+38,247
| +6% | +$1.93M | 0.78% | 63 |
|
|
2017
Q3 | $32.2M | Buy |
668,397
+130,129
| +24% | +$6.04M | 0.74% | 62 |
|
|
2017
Q2 | $24M | Buy |
538,268
+322,718
| +150% | +$13.9M | 0.57% | 70 |
|
|
2017
Q1 | $9.23M | Buy |
+215,550
| New | +$9.56M | 0.23% | 98 |
|
Other funds holding MS
Douglas Lane & Associates's MS Position: Q2 2026 in Review
Douglas Lane & Associates reduced its Morgan Stanley (MS) stake by 6.4% in Q2 2026, selling an estimated $9.94M and leaving 731,365 shares worth $153M. The position accounts for 2.07% of the portfolio, ranked #6.
Douglas Lane & Associates first reported a position in MS in Q1 2017 and has held it in 38 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Douglas Lane & Associates held 731,365 shares of Morgan Stanley worth $153M as of Q2 2026.
- Douglas Lane & Associates sold 50,214 Morgan Stanley shares in Q2 2026, an estimated $9.94M.
- Morgan Stanley made up 2.07% of Douglas Lane & Associates's portfolio in Q2 2026, its #6 holding.
- Douglas Lane & Associates first reported a position in Morgan Stanley in Q1 2017 and has held it in 38 quarters since.
- 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.