LC
MS icon

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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lavaca Capital's MS Position: Q1 2026 in Review

Lavaca Capital increased its Morgan Stanley (MS) stake by 0.58% in Q1 2026, buying an estimated $4.5K and bringing the position to 4,508 shares worth $742K. The position accounts for 0.13% of the portfolio, ranked #58.

Lavaca Capital first reported a position in MS in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.42M in Q3 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Lavaca Capital held 4,508 shares of Morgan Stanley worth $742K as of Q1 2026.
  • Lavaca Capital bought 26 Morgan Stanley shares in Q1 2026, an estimated $4.5K.
  • Morgan Stanley made up 0.13% of Lavaca Capital's portfolio in Q1 2026, its #58 holding.
  • Lavaca Capital first reported a position in Morgan Stanley in Q4 2018 and has held it in 20 quarters since.
  • Lavaca Capital's Morgan Stanley position peaked at $1.42M in Q3 2021.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.