LeConte Wealth Management
MS icon

LeConte Wealth Management’s Morgan Stanley MS Stock Holding History

LeConte Wealth 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
Q3 		$428K Buy
2,278
+279
+14% +$59.3K 0.23% 78
2026
Q2 		$418K Sell
1,999
-55
-3% -$10.9K 0.23% 79
2026
Q1 		$338K Buy
2,054
+58
+3% +$10K 0.22% 81
2025
Q4 		$354K Buy
1,996
+155
+8% +$25.9K 0.23% 71
2025
Q3 		$293K Buy
1,841
+66
+4% +$9.7K 0.2% 79
2025
Q2 		$250K Buy
+1,775
New +$218K 0.17% 77

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LeConte Wealth Management's MS Position: Q3 2026 in Review

LeConte Wealth Management increased its Morgan Stanley (MS) stake by 14% in Q3 2026, buying an estimated $59.3K and bringing the position to 2,278 shares worth $428K. The position accounts for 0.23% of the portfolio, ranked #78.

LeConte Wealth Management first reported a position in MS in Q2 2025 and has held it in 6 quarters since. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • LeConte Wealth Management held 2,278 shares of Morgan Stanley worth $428K as of Q3 2026.
  • LeConte Wealth Management bought 279 Morgan Stanley shares in Q3 2026, an estimated $59.3K.
  • Morgan Stanley made up 0.23% of LeConte Wealth Management's portfolio in Q3 2026, its #78 holding.
  • LeConte Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.