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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
Q3 		$1.44M Sell
7,641
-85
-1% -$18.1K 0.99% 29
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Lawood & Co's MS Position: Q3 2026 in Review

Lawood & Co reduced its Morgan Stanley (MS) stake by 1.1% in Q3 2026, selling an estimated $18.1K and leaving 7,641 shares worth $1.44M. The position accounts for 0.99% of the portfolio, ranked #29.

Lawood & Co first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q2 2026. 123 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Lawood & Co held 7,641 shares of Morgan Stanley worth $1.44M as of Q3 2026.
  • Lawood & Co sold 85 Morgan Stanley shares in Q3 2026, an estimated $18.1K.
  • Morgan Stanley made up 0.99% of Lawood & Co's portfolio in Q3 2026, its #29 holding.
  • Lawood & Co first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Morgan Stanley position peaked at $1.62M in Q2 2026.
  • 123 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.