Lantz Financial
MS icon

Lantz Financial’s Morgan Stanley MS Stock Holding History

Lantz Financial’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
Q3 		$202K Sell
1,074
-174
-14% -$37K 0.04% 256
2026
Q2 		$261K Sell
1,248
-10
-0.8% -$1.98K 0.05% 227
2026
Q1 		$207K Buy
+1,258
New +$218K 0.04% 234
2025
Q3 		– Sell
-1,800
Closed -$254K – 245
2025
Q2 		$254K Buy
1,800
+80
+5% +$9.8K 0.06% 199
2025
Q1 		$201K Sell
1,720
-196
-10% -$25.3K 0.05% 215
2024
Q4 		$241K Sell
1,916
-196
-9% -$24.1K 0.06% 197
2024
Q3 		$220K Buy
+2,112
New +$213K 0.06% 209

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Lantz Financial's MS Position: Q3 2026 in Review

Lantz Financial reduced its Morgan Stanley (MS) stake by 14% in Q3 2026, selling an estimated $37K and leaving 1,074 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #256.

Lantz Financial first reported a position in MS in Q3 2024 and has held it in 7 quarters since. The position peaked at $261K in Q2 2026. 634 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Lantz Financial held 1,074 shares of Morgan Stanley worth $202K as of Q3 2026.
  • Lantz Financial sold 174 Morgan Stanley shares in Q3 2026, an estimated $37K.
  • Morgan Stanley made up 0.04% of Lantz Financial's portfolio in Q3 2026, its #256 holding.
  • Lantz Financial first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • Lantz Financial's Morgan Stanley position peaked at $261K in Q2 2026.
  • 634 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.