Lawood & Co’s Morgan Stanley MS Stock Holding History

Lawood & Co’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	$1.62M	Sell	7,726 -200	-3%	-$39.6K	1.09%	29
2026 Q1	$1.3M	Buy	7,926 +55	+0.7%	+$9.52K	1.21%	27
2025 Q4	$1.4M	Buy	+7,871	New	+$1.31M	1.32%	25

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lawood & Co's MS Position: Q2 2026 in Review

Lawood & Co reduced its Morgan Stanley (MS) stake by 2.5% in Q2 2026, selling an estimated $39.6K and leaving 7,726 shares worth $1.62M. The position accounts for 1.09% of the portfolio, ranked #29.

Lawood & Co first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,729 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Lawood & Co held 7,726 shares of Morgan Stanley worth $1.62M as of Q2 2026.
Lawood & Co sold 200 Morgan Stanley shares in Q2 2026, an estimated $39.6K.
Morgan Stanley made up 1.09% of Lawood & Co's portfolio in Q2 2026, its #29 holding.
Lawood & Co first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,729 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.