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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
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 $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

Lafayette Investments's MS Position: Q1 2026 in Review

Lafayette Investments held its Morgan Stanley (MS) position steady in Q1 2026 at 1,847 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #127.

Lafayette Investments first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $328K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Lafayette Investments held 1,847 shares of Morgan Stanley worth $304K as of Q1 2026.
  • Lafayette Investments left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.06% of Lafayette Investments's portfolio in Q1 2026, its #127 holding.
  • Lafayette Investments first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • Lafayette Investments's Morgan Stanley position peaked at $328K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.