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Lavaca Capital’s Morgan Stanley MS Stock Holding History

Lavaca Capital’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
2022
Q3 		– Sell
-12,300
Closed -$936K – 159
2022
Q2 		$936K Sell
12,300
-700
-5% -$57.3K 0.14% 86
2022
Q1 		$1.14M Sell
13,000
-100
-0.8% -$9.65K 0.12% 95
2021
Q4 		$1.29M Sell
13,100
-400
-3% -$39.8K 0.17% 72
2021
Q3 		$1.31M Hold
13,500
– – 0.13% 49
2021
Q2 		$1.24M Buy
+13,500
New +$1.16M 0.12% 62

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 $3.38T AUM 44.17% 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

Lavaca Capital's MS Position: Q2 2026 in Review

Lavaca Capital reduced its Morgan Stanley (MS) stake by 99% in Q2 2026, selling an estimated $881K and leaving 58 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Lavaca Capital first reported a position in MS in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.42M in Q3 2021. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Lavaca Capital held 58 shares of Morgan Stanley worth $12.1K as of Q2 2026.
  • Lavaca Capital sold 4,450 Morgan Stanley shares in Q2 2026, an estimated $881K.
  • Morgan Stanley made up ﹤0.01% of Lavaca Capital's portfolio in Q2 2026, its #308 holding.
  • Lavaca Capital first reported a position in Morgan Stanley in Q4 2018 and has held it in 21 quarters since.
  • Lavaca Capital's Morgan Stanley position peaked at $1.42M in Q3 2021.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.