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Lazard Frères Gestion’s Morgan Stanley MS Stock Holding History

Lazard Frères Gestion’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 		$83.9M Buy
401,471
+7,249
+2% +$1.44M 1.45% 22
2026
Q1 		$64.9M Sell
394,222
-90,561
-19% -$15.7M 1.28% 24
2025
Q4 		$86.1M Sell
484,783
-37,181
-7% -$6.2M 1.55% 21
2025
Q3 		$83M Buy
521,964
+89,686
+21% +$13.2M 1.58% 20
2025
Q2 		$60.9M Buy
432,278
+6,835
+2% +$840K 1.27% 26
2025
Q1 		$49.6M Sell
425,443
-44,585
-9% -$5.74M 1.21% 27
2024
Q4 		$59.1M Sell
470,028
-53,770
-10% -$6.62M 1.18% 25
2024
Q3 		$54.6M Sell
523,798
-8,787
-2% -$885K 1.16% 28
2024
Q2 		$49.3M Buy
532,585
+2,378
+0.4% +$226K 1.14% 30
2024
Q1 		$47.3M Buy
530,207
+18,909
+4% +$1.67M 1.17% 31
2023
Q4 		$44.7M Buy
511,298
+857
+0.2% +$68.6K 1.29% 28
2023
Q3 		$40.1M Buy
510,441
+1,510
+0.3% +$131K 1.27% 28
2023
Q2 		$41.1M Sell
508,931
-37,837
-7% -$3.24M 1.26% 27
2023
Q1 		$43.1M Sell
546,768
-7,376
-1% -$688K 1.59% 27
2022
Q4 		$45.1M Sell
554,144
-17,780
-3% -$1.52M 1.63% 23
2022
Q3 		$45.9M Sell
571,924
-36,838
-6% -$3.1M 1.74% 21
2022
Q2 		$44.8M Sell
608,762
-34,760
-5% -$2.85M 1.61% 23
2022
Q1 		$52.1M Sell
643,522
-55,023
-8% -$5.31M 1.57% 23
2021
Q4 		$62.5M Sell
698,545
-56,287
-7% -$5.61M 1.69% 21
2021
Q3 		$73.5M Sell
754,832
-42,890
-5% -$4.25M 2.07% 20
2021
Q2 		$61.7M Sell
797,722
-45,660
-5% -$3.92M 1.99% 21
2021
Q1 		$55.7M Sell
843,382
-81,527
-9% -$6.25M 1.94% 22
2020
Q4 		$63.6M Buy
+924,909
New +$53.1M 2.03% 23

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

Lazard Frères Gestion's MS Position: Q2 2026 in Review

Lazard Frères Gestion increased its Morgan Stanley (MS) stake by 1.8% in Q2 2026, buying an estimated $1.44M and bringing the position to 401,471 shares worth $83.9M. The position accounts for 1.45% of the portfolio, ranked #22.

Lazard Frères Gestion first reported a position in MS in Q4 2020 and has held it in 23 quarters since. The position peaked at $86.1M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Lazard Frères Gestion held 401,471 shares of Morgan Stanley worth $83.9M as of Q2 2026.
  • Lazard Frères Gestion bought 7,249 Morgan Stanley shares in Q2 2026, an estimated $1.44M.
  • Morgan Stanley made up 1.45% of Lazard Frères Gestion's portfolio in Q2 2026, its #22 holding.
  • Lazard Frères Gestion first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • Lazard Frères Gestion's Morgan Stanley position peaked at $86.1M in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lazard Frères Gestion's 13F filing for Q2 2026, filed 6 Aug 2026.