LAM
MS icon

L2 Asset Management’s Morgan Stanley MS Stock Holding History

L2 Asset Management’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 		$1.06M Buy
6,445
+388
+6% +$67.2K 0.1% 155
2025
Q4 		$1.08M Buy
6,057
+353
+6% +$58.9K 0.14% 131
2025
Q3 		$907K Buy
5,704
+233
+4% +$34.4K 0.13% 139
2025
Q2 		$771K Buy
5,471
+266
+5% +$32.7K 0.13% 142
2025
Q1 		$607K Buy
5,205
+450
+9% +$58K 0.12% 130
2024
Q4 		$598K Sell
4,755
-197
-4% -$24.3K 0.13% 119
2024
Q3 		$516K Buy
4,952
+167
+3% +$16.8K 0.14% 110
2024
Q2 		$465K Buy
4,785
+332
+7% +$31.6K 0.14% 118
2024
Q1 		$419K Buy
4,453
+337
+8% +$29.7K 0.14% 118
2023
Q4 		$384K Buy
4,116
+4,045
+5,697% +$324K 0.16% 111
2023
Q3 		$306K Sell
71
-3,295
-98% -$286K 0.14% 122
2023
Q2 		$287K Sell
3,366
-36,036
-91% -$3.08M 0.14% 121
2023
Q1 		$3.46M Buy
39,402
+12,960
+49% +$1.21M 1.91% 12
2022
Q4 		$2.25M Buy
26,442
+221
+0.8% +$18.8K 1.4% 21
2022
Q3 		$2.07M Buy
26,221
+1,606
+7% +$135K 1.43% 22
2022
Q2 		$1.87M Buy
24,615
+19,775
+409% +$1.62M 1.36% 28
2022
Q1 		$423K Buy
4,840
+2,150
+80% +$207K 0.24% 94
2021
Q4 		$264K Buy
+2,690
New +$268K 0.18% 98
2021
Q3 		– Sell
-15,723
Closed -$1.44M – 81
2021
Q2 		$1.44M Sell
15,723
-9,696
-38% -$831K 1.34% 29
2021
Q1 		$1.97M Sell
25,419
-5,303
-17% -$406K 2.03% 17
2020
Q4 		$2.1M Buy
+30,722
New +$1.76M 1.45% 18

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

L2 Asset Management's MS Position: Q1 2026 in Review

L2 Asset Management increased its Morgan Stanley (MS) stake by 6.4% in Q1 2026, buying an estimated $67.2K and bringing the position to 6,445 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #155.

L2 Asset Management first reported a position in MS in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.46M in Q1 2023. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • L2 Asset Management held 6,445 shares of Morgan Stanley worth $1.06M as of Q1 2026.
  • L2 Asset Management bought 388 Morgan Stanley shares in Q1 2026, an estimated $67.2K.
  • Morgan Stanley made up 0.1% of L2 Asset Management's portfolio in Q1 2026, its #155 holding.
  • L2 Asset Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 21 quarters since.
  • L2 Asset Management's Morgan Stanley position peaked at $3.46M in Q1 2023.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.