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L & S Advisors’s Morgan Stanley MS Stock Holding History

L & S Advisors’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
Q1 		– Sell
-33,211
Closed -$5.9M – 255
2025
Q4 		$5.9M Buy
+33,211
New +$5.54M 0.54% 55
2024
Q1 		– Sell
-61,056
Closed -$5.69M – 349
2023
Q4 		$5.69M Buy
+61,056
New +$4.88M 0.69% 47
2022
Q1 		– Sell
-55,342
Closed -$5.43M – 311
2021
Q4 		$5.43M Sell
55,342
-13,127
-19% -$1.31M 0.59% 60
2021
Q3 		$6.66M Buy
68,469
+47,191
+222% +$4.68M 0.72% 36
2021
Q2 		$1.95M Buy
+21,278
New +$1.82M 0.21% 149
2020
Q4 		– Sell
-53,896
Closed -$2.61M – 353
2020
Q3 		$2.61M Buy
+53,896
New +$2.72M 0.36% 96
2018
Q4 		– Sell
-122,110
Closed -$5.69M – 323
2018
Q3 		$5.69M Buy
122,110
+50,173
+70% +$2.45M 0.74% 46
2018
Q2 		$3.41M Sell
71,937
-42,618
-37% -$2.23M 0.57% 52
2018
Q1 		$6.18M Buy
114,555
+57,554
+101% +$3.19M 1.18% 23
2017
Q4 		$2.99M Buy
+57,001
New +$2.88M 0.46% 66
2017
Q3 		– Sell
-69,258
Closed -$3.09M – 304
2017
Q2 		$3.09M Buy
+69,258
New +$2.99M 0.54% 60
2017
Q1 		– Sell
-155,256
Closed -$6.56M – 266
2016
Q4 		$6.56M Buy
+155,256
New +$5.87M 1.49% 22

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

L & S Advisors's MS Position: Q1 2026 in Review

L & S Advisors sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 33,211 shares — an estimated $5.9M sold.

L & S Advisors first reported a position in MS in Q4 2016 and held it in 12 quarters. The position peaked at $6.66M in Q3 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • L & S Advisors reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • L & S Advisors sold 33,211 Morgan Stanley shares in Q1 2026, an estimated $5.9M.
  • L & S Advisors first reported a position in Morgan Stanley in Q4 2016 and held it in 12 quarters.
  • L & S Advisors's Morgan Stanley position peaked at $6.66M in Q3 2021.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.