LJHT
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Laurie J. Hall Trustee’s Morgan Stanley MS Stock Holding History

Laurie J. Hall Trustee’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 		$3.06M Sell
14,625
-250
-2% -$49.5K 0.95% 33
2026
Q1 		$2.45M Sell
14,875
-2,125
-13% -$368K 0.86% 37
2025
Q4 		$3.02M Sell
17,000
-1,000
-6% -$167K 1% 36
2025
Q3 		$2.86M Hold
18,000
– – 0.93% 35
2025
Q2 		$2.54M Hold
18,000
– – 0.84% 37
2025
Q1 		$2.1M Hold
18,000
– – 0.75% 42
2024
Q4 		$2.26M Hold
18,000
– – 0.74% 41
2024
Q3 		$1.88M Buy
+18,000
New +$1.81M 0.59% 51

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

Laurie J. Hall Trustee's MS Position: Q2 2026 in Review

Laurie J. Hall Trustee reduced its Morgan Stanley (MS) stake by 1.7% in Q2 2026, selling an estimated $49.5K and leaving 14,625 shares worth $3.06M. The position accounts for 0.95% of the portfolio, ranked #33.

Laurie J. Hall Trustee first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Laurie J. Hall Trustee held 14,625 shares of Morgan Stanley worth $3.06M as of Q2 2026.
  • Laurie J. Hall Trustee sold 250 Morgan Stanley shares in Q2 2026, an estimated $49.5K.
  • Morgan Stanley made up 0.95% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #33 holding.
  • Laurie J. Hall Trustee first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.