Lazari Capital Management’s Morgan Stanley MS Stock Holding History

Lazari Capital Management’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	$966K	Sell	4,619 -3	-0.1%	-$594	0.3%	59
2026 Q1	$761K	Sell	4,622 -285	-6%	-$49.3K	0.26%	67
2025 Q4	$871K	Sell	4,907 -71	-1%	-$11.8K	0.29%	57
2025 Q3	$791K	Hold	4,978	–	–	0.27%	62
2025 Q2	$701K	Sell	4,978 -469	-9%	-$57.6K	0.26%	59
2025 Q1	$636K	Hold	5,447	–	–	0.26%	61
2024 Q4	$685K	Sell	5,447 -36	-0.7%	-$4.43K	0.27%	59
2024 Q3	$572K	Buy	5,483 +74	+1%	+$7.45K	0.24%	72
2024 Q2	$526K	Buy	+5,409	New	+$515K	0.24%	72
2023 Q3	–	Sell	-2,672	Closed	-$228K	–	128
2023 Q2	$228K	Buy	+2,672	New	+$229K	0.13%	102

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Lazari Capital Management's MS Position: Q2 2026 in Review

Lazari Capital Management reduced its Morgan Stanley (MS) stake by 0.06% in Q2 2026, selling an estimated $594 and leaving 4,619 shares worth $966K. The position accounts for 0.3% of the portfolio, ranked #59.

Lazari Capital Management first reported a position in MS in Q2 2023 and has held it in 10 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Lazari Capital Management held 4,619 shares of Morgan Stanley worth $966K as of Q2 2026.
Lazari Capital Management sold 3 Morgan Stanley shares in Q2 2026, an estimated $594.
Morgan Stanley made up 0.3% of Lazari Capital Management's portfolio in Q2 2026, its #59 holding.
Lazari Capital Management first reported a position in Morgan Stanley in Q2 2023 and has held it in 10 quarters since.
1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.