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Lafayette Investments’s Morgan Stanley MS Stock Holding History

Lafayette Investments’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 		$271K Sell
1,297
-550
-30% -$109K 0.05% 138
2026
Q1 		$304K Hold
1,847
– – 0.06% 127
2025
Q4 		$328K Buy
+1,847
New +$308K 0.06% 125

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 $3.38T AUM 44.17% 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

Lafayette Investments's MS Position: Q2 2026 in Review

Lafayette Investments reduced its Morgan Stanley (MS) stake by 30% in Q2 2026, selling an estimated $109K and leaving 1,297 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #138.

Lafayette Investments first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $328K in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Lafayette Investments held 1,297 shares of Morgan Stanley worth $271K as of Q2 2026.
  • Lafayette Investments sold 550 Morgan Stanley shares in Q2 2026, an estimated $109K.
  • Morgan Stanley made up 0.05% of Lafayette Investments's portfolio in Q2 2026, its #138 holding.
  • Lafayette Investments first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Lafayette Investments's Morgan Stanley position peaked at $328K in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.