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Lederer & Associates Investment Counsel’s Morgan Stanley MS Stock Holding History

Lederer & Associates Investment Counsel’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 		– Sell
-1,275
Closed -$226K – 86
2025
Q4 		$226K Hold
1,275
– – 0.15% 83
2025
Q3 		$203K Buy
+1,275
New +$188K 0.13% 84

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lederer & Associates Investment Counsel's MS Position: Q1 2026 in Review

Lederer & Associates Investment Counsel sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,275 shares — an estimated $226K sold.

Lederer & Associates Investment Counsel first reported a position in MS in Q3 2025 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Lederer & Associates Investment Counsel reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 1,275 Morgan Stanley shares in Q1 2026, an estimated $226K.
  • Lederer & Associates Investment Counsel first reported a position in Morgan Stanley in Q3 2025 and held it in 2 quarters.
  • Lederer & Associates Investment Counsel's Morgan Stanley position peaked at $226K in Q4 2025.
  • 2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q1 2026, filed 24 Apr 2026.