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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
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

L.J. Altfest & Co's MS Position: Q2 2026 in Review

L.J. Altfest & Co opened a new position in Morgan Stanley (MS) in Q2 2026: 980 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in MS as recently as Q4 2020.

L.J. Altfest & Co first reported a position in MS in Q1 2020 and has held it in 5 quarters since. The position peaked at $754K in Q4 2020. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • L.J. Altfest & Co held 980 shares of Morgan Stanley worth $205K as of Q2 2026.
  • Morgan Stanley was a new L.J. Altfest & Co position in Q2 2026.
  • Morgan Stanley made up 0.02% of L.J. Altfest & Co's portfolio in Q2 2026, its #304 holding.
  • L.J. Altfest & Co first reported a position in Morgan Stanley in Q1 2020 and has held it in 5 quarters since.
  • L.J. Altfest & Co's Morgan Stanley position peaked at $754K in Q4 2020.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.