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Lebenthal Global Advisors’s Morgan Stanley MS Stock Holding History

Lebenthal Global Advisors’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
Q1 		$1.03M Buy
6,254
+2,340
+60% +$405K 0.15% 110
2025
Q4 		$695K Buy
3,914
+503
+15% +$83.9K 0.11% 130
2025
Q3 		$542K Sell
3,411
-1,519
-31% -$224K 0.09% 140
2025
Q2 		$694K Buy
4,930
+199
+4% +$24.4K 0.13% 113
2025
Q1 		$552K Buy
4,731
+1,391
+42% +$179K 0.1% 124
2024
Q4 		$420K Sell
3,340
-1,598
-32% -$197K 0.08% 144
2024
Q3 		$515K Sell
4,938
-119
-2% -$12K 0.1% 120
2024
Q2 		$492K Sell
5,057
-1,086
-18% -$103K 0.11% 114
2024
Q1 		$578K Buy
6,143
+264
+4% +$23.2K 0.13% 101
2023
Q4 		$548K Sell
5,879
-519
-8% -$41.5K 0.13% 104
2023
Q3 		$523K Buy
6,398
+1,613
+34% +$140K 0.16% 78
2023
Q2 		$409K Sell
4,785
-425
-8% -$36.3K 0.12% 86
2023
Q1 		$457K Sell
5,210
-2,965
-36% -$277K 0.14% 78
2022
Q4 		$695K Sell
8,175
-1,528
-16% -$130K 0.23% 43
2022
Q3 		$766K Sell
9,703
-1,362
-12% -$115K 0.35% 28
2022
Q2 		$841K Buy
11,065
+4,528
+69% +$371K 0.41% 30
2022
Q1 		$571K Buy
6,537
+3,928
+151% +$379K 0.24% 70
2021
Q4 		$256K Sell
2,609
-1,115
-30% -$111K 0.1% 144
2021
Q3 		$362K Sell
3,724
-69
-2% -$6.84K 0.23% 85
2021
Q2 		$347K Sell
3,793
-162
-4% -$13.9K 0.19% 102
2021
Q1 		$307K Sell
3,955
-998
-20% -$76.5K 0.19% 96
2020
Q4 		$339K Buy
+4,953
New +$284K 0.24% 56

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lebenthal Global Advisors's MS Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Morgan Stanley (MS) stake by 60% in Q1 2026, buying an estimated $405K and bringing the position to 6,254 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #110.

Lebenthal Global Advisors first reported a position in MS in Q4 2020 and has held it in 22 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Lebenthal Global Advisors held 6,254 shares of Morgan Stanley worth $1.03M as of Q1 2026.
  • Lebenthal Global Advisors bought 2,340 Morgan Stanley shares in Q1 2026, an estimated $405K.
  • Morgan Stanley made up 0.15% of Lebenthal Global Advisors's portfolio in Q1 2026, its #110 holding.
  • Lebenthal Global Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.