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Leavell Investment Management’s Morgan Stanley MS Stock Holding History

Leavell Investment 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 		$4.76M Buy
22,781
+183
+0.8% +$36.2K 0.17% 140
2026
Q1 		$3.72M Sell
22,598
-580
-3% -$100K 0.15% 154
2025
Q4 		$4.11M Buy
23,178
+480
+2% +$80.1K 0.17% 136
2025
Q3 		$3.61M Sell
22,698
-300
-1% -$44.3K 0.15% 145
2025
Q2 		$3.24M Buy
22,998
+1,419
+7% +$174K 0.15% 154
2025
Q1 		$2.52M Sell
21,579
-900
-4% -$116K 0.12% 170
2024
Q4 		$2.83M Buy
22,479
+103
+0.5% +$12.7K 0.14% 149
2024
Q3 		$2.33M Sell
22,376
-75
-0.3% -$7.55K 0.12% 172
2024
Q2 		$2.18M Buy
22,451
+1,175
+6% +$112K 0.12% 170
2024
Q1 		$2M Sell
21,276
-1,136
-5% -$100K 0.12% 172
2023
Q4 		$2.09M Buy
22,412
+1,120
+5% +$89.6K 0.13% 160
2023
Q3 		$1.74M Buy
21,292
+1,430
+7% +$124K 0.12% 171
2023
Q2 		$1.7M Buy
19,862
+925
+5% +$79.1K 0.12% 178
2023
Q1 		$1.66M Buy
18,937
+160
+0.9% +$14.9K 0.12% 176
2022
Q4 		$1.6M Sell
18,777
-3,109
-14% -$265K 0.12% 181
2022
Q3 		$1.73M Buy
21,886
+2,369
+12% +$200K 0.14% 155
2022
Q2 		$1.48M Buy
19,517
+1,696
+10% +$139K 0.11% 176
2022
Q1 		$1.56M Buy
17,821
+1,800
+11% +$174K 0.11% 175
2021
Q4 		$1.57M Buy
16,021
+1,420
+10% +$141K 0.1% 180
2021
Q3 		$1.42M Buy
14,601
+3,105
+27% +$308K 0.11% 176
2021
Q2 		$893K Hold
11,496
– – 0.07% 220
2021
Q1 		$893K Buy
+11,496
New +$881K 0.07% 220

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

Leavell Investment Management's MS Position: Q2 2026 in Review

Leavell Investment Management increased its Morgan Stanley (MS) stake by 0.81% in Q2 2026, buying an estimated $36.2K and bringing the position to 22,781 shares worth $4.76M. The position accounts for 0.17% of the portfolio, ranked #140.

Leavell Investment Management first reported a position in MS in Q1 2021 and has held it in 22 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Leavell Investment Management held 22,781 shares of Morgan Stanley worth $4.76M as of Q2 2026.
  • Leavell Investment Management bought 183 Morgan Stanley shares in Q2 2026, an estimated $36.2K.
  • Morgan Stanley made up 0.17% of Leavell Investment Management's portfolio in Q2 2026, its #140 holding.
  • Leavell Investment Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.