LWM
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Laidlaw Wealth Management’s Morgan Stanley MS Stock Holding History

Laidlaw Wealth 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
Q2 		$417K Buy
+1,997
New +$395K 1.19% 27
2024
Q1 		– Sell
-5,902
Closed -$550K – 214
2023
Q4 		$550K Sell
5,902
-258
-4% -$20.6K 0.2% 117
2023
Q3 		$503K Sell
6,160
-8,552
-58% -$743K 0.17% 141
2023
Q2 		$1.26M Buy
14,712
+7,516
+104% +$643K 0.25% 102
2023
Q1 		$632K Buy
7,196
+508
+8% +$47.4K 0.13% 180
2022
Q4 		$569K Buy
6,688
+4
+0.1% +$341 0.12% 182
2022
Q3 		$528K Buy
6,684
+1,738
+35% +$146K 0.12% 171
2022
Q2 		$376K Buy
4,946
+32
+0.7% +$2.62K 0.08% 232
2022
Q1 		$429K Buy
4,914
+668
+16% +$64.4K 0.07% 240
2021
Q4 		$417K Buy
+4,246
New +$423K 0.07% 251

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

Laidlaw Wealth Management's MS Position: Q2 2026 in Review

Laidlaw Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,997 shares worth $417K. The stake represents 1.19% of the portfolio and ranks #27 among its holdings. This is a return to the name: Laidlaw Wealth Management previously reported a position in MS as recently as Q4 2023.

Laidlaw Wealth Management first reported a position in MS in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.26M in Q2 2023. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Laidlaw Wealth Management held 1,997 shares of Morgan Stanley worth $417K as of Q2 2026.
  • Morgan Stanley was a new Laidlaw Wealth Management position in Q2 2026.
  • Morgan Stanley made up 1.19% of Laidlaw Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Laidlaw Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 10 quarters since.
  • Laidlaw Wealth Management's Morgan Stanley position peaked at $1.26M in Q2 2023.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.