Lee, Danner & Bass’s Morgan Stanley MS Stock Holding History

Lee, Danner & Bass’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	$1.22M	Buy	5,820 +6	+0.1%	+$1.19K	0.07%	145
2026 Q1	$957K	Hold	5,814	–	–	0.06%	154
2025 Q4	$1.03M	Hold	5,814	–	–	0.07%	134
2025 Q3	$924K	Sell	5,814 -13	-0.2%	-$1.92K	0.07%	141
2025 Q2	$821K	Sell	5,827 -787	-12%	-$96.7K	0.06%	143
2025 Q1	$772K	Sell	6,614 -2	-0%	-$258	0.06%	144
2024 Q4	$832K	Buy	6,616 +153	+2%	+$18.8K	0.07%	141
2024 Q3	$674K	Hold	6,463	–	–	0.05%	155
2024 Q2	$628K	Buy	+6,463	New	+$615K	0.05%	157
2023 Q4	$603K	Sell	6,463 -25	-0.4%	-$2K	0.05%	152
2023 Q3	$530K	Hold	6,488	–	–	0.05%	154
2023 Q2	$554K	Buy	6,488 +13	+0.2%	+$1.11K	0.05%	155
2023 Q1	$569K	Hold	6,475	–	–	0.05%	152
2022 Q4	$551K	Hold	6,475	–	–	0.05%	151
2022 Q3	$512K	Hold	6,475	–	–	0.05%	152
2022 Q2	$492K	Hold	6,475	–	–	0.05%	150
2022 Q1	$566K	Hold	6,475	–	–	0.05%	149
2021 Q4	$636K	Hold	6,475	–	–	0.05%	143
2021 Q3	$630K	Hold	6,475	–	–	0.06%	143
2021 Q2	$594K	Hold	6,475	–	–	0.05%	146
2021 Q1	$503K	Hold	6,475	–	–	0.05%	147
2020 Q4	$444K	Hold	6,475	–	–	0.05%	145
2020 Q3	$313K	Hold	6,475	–	–	0.04%	157
2020 Q2	$313K	Hold	6,475	–	–	0.04%	152
2020 Q1	$220K	Hold	6,475	–	–	0.03%	161
2019 Q4	$331K	Hold	6,475	–	–	0.03%	154
2019 Q3	$276K	Hold	6,475	–	–	0.03%	161
2019 Q2	$284K	Hold	6,475	–	–	0.03%	160
2019 Q1	$273K	Sell	6,475 -1,080	-14%	-$45.4K	0.03%	158
2018 Q4	$300K	Sell	7,555 -1,095	-13%	-$47.8K	0.04%	154
2018 Q3	$403K	Hold	8,650	–	–	0.04%	148
2018 Q2	$410K	Sell	8,650 -200	-2%	-$10.5K	0.04%	138
2018 Q1	$478K	Hold	8,850	–	–	0.05%	137
2017 Q4	$464K	Sell	8,850 -13	-0.1%	-$657	0.05%	134
2017 Q3	$427K	Buy	8,863 +178	+2%	+$8.26K	0.05%	137
2017 Q2	$387K	Hold	8,685	–	–	0.04%	140
2017 Q1	$372K	Buy	8,685 +22	+0.3%	+$976	0.04%	140
2016 Q4	$366K	Hold	8,663	–	–	0.04%	137
2016 Q3	$278K	Hold	8,663	–	–	0.03%	147
2016 Q2	$225K	Buy	+8,663	New	+$227K	0.03%	154
2015 Q3	–	Sell	-6,000	Closed	-$233K	–	168
2015 Q2	$233K	Sell	6,000 -3,000	-33%	-$114K	0.03%	156
2015 Q1	$321K	Hold	9,000	–	–	0.04%	141
2014 Q4	$349K	Hold	9,000	–	–	0.04%	135
2014 Q3	$311K	Hold	9,000	–	–	0.04%	137
2014 Q2	$291K	Hold	9,000	–	–	0.04%	137
2014 Q1	$281K	Hold	9,000	–	–	0.04%	134
2013 Q4	$282K	Sell	9,000 -500	-5%	-$14.9K	0.04%	131
2013 Q3	$256K	Hold	9,500	–	–	0.04%	132
2013 Q2	$232K	Buy	+9,500	New	+$225K	0.03%	133

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lee, Danner & Bass's MS Position: Q2 2026 in Review

Lee, Danner & Bass increased its Morgan Stanley (MS) stake by 0.1% in Q2 2026, buying an estimated $1.19K and bringing the position to 5,820 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #145.

Lee, Danner & Bass first reported a position in MS in Q2 2013 and has held it in 49 quarters since. 978 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Lee, Danner & Bass held 5,820 shares of Morgan Stanley worth $1.22M as of Q2 2026.
Lee, Danner & Bass bought 6 Morgan Stanley shares in Q2 2026, an estimated $1.19K.
Morgan Stanley made up 0.07% of Lee, Danner & Bass's portfolio in Q2 2026, its #145 holding.
Lee, Danner & Bass first reported a position in Morgan Stanley in Q2 2013 and has held it in 49 quarters since.
978 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.