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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
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% +$9.83K 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 $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Lantz Financial's MS Position: Q2 2026 in Review

Lantz Financial reduced its Morgan Stanley (MS) stake by 0.79% in Q2 2026, selling an estimated $1.98K and leaving 1,248 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #227.

Lantz Financial first reported a position in MS in Q3 2024 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Lantz Financial held 1,248 shares of Morgan Stanley worth $261K as of Q2 2026.
  • Lantz Financial sold 10 Morgan Stanley shares in Q2 2026, an estimated $1.98K.
  • Morgan Stanley made up 0.05% of Lantz Financial's portfolio in Q2 2026, its #227 holding.
  • Lantz Financial first reported a position in Morgan Stanley in Q3 2024 and has held it in 6 quarters since.
  • 608 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.