L.J. Altfest & Co
MS icon

L.J. Altfest & Co’s Morgan Stanley MS Stock Holding History

L.J. Altfest & Co’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
2026
Q3 		– Sell
-980
Closed -$205K – 351
2026
Q2 		$205K Buy
+980
New +$194K 0.02% 304
2021
Q1 		– Sell
-11,002
Closed -$754K – 288
2020
Q4 		$754K Sell
11,002
-477
-4% -$27.4K 0.18% 100
2020
Q3 		$555K Buy
11,479
+2,295
+25% +$116K 0.15% 111
2020
Q2 		$444K Buy
9,184
+1,881
+26% +$79K 0.13% 124
2020
Q1 		$248K Buy
+7,303
New +$344K 0.08% 153

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

L.J. Altfest & Co's MS Position: Q3 2026 in Review

L.J. Altfest & Co sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 980 shares — an estimated $205K sold.

L.J. Altfest & Co first reported a position in MS in Q1 2020 and held it in 5 quarters. The position peaked at $754K in Q4 2020. 2,313 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • L.J. Altfest & Co reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • L.J. Altfest & Co sold 980 Morgan Stanley shares in Q3 2026, an estimated $205K.
  • L.J. Altfest & Co first reported a position in Morgan Stanley in Q1 2020 and held it in 5 quarters.
  • L.J. Altfest & Co's Morgan Stanley position peaked at $754K in Q4 2020.
  • 2,313 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on L.J. Altfest & Co's 13F filing for Q3 2026, filed 27 Oct 2026.