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Lee Financial’s Morgan Stanley MS Stock Holding History

Lee Financial’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 		$2.07M Sell
9,907
-34
-0.3% -$6.73K 0.26% 35
2026
Q1 		$1.64M Sell
9,941
-231
-2% -$40K 0.23% 46
2025
Q4 		$1.81M Sell
10,172
-1,620
-14% -$270K 0.24% 40
2025
Q3 		$1.87M Buy
11,792
+275
+2% +$40.6K 0.24% 46
2025
Q2 		$1.62M Buy
11,517
+1,207
+12% +$148K 0.23% 46
2025
Q1 		$1.2M Sell
10,310
-1,481
-13% -$191K 0.18% 60
2024
Q4 		$1.48M Sell
11,791
-185
-2% -$22.8K 0.21% 53
2024
Q3 		$1.25M Buy
11,976
+1,342
+13% +$135K 0.18% 65
2024
Q2 		$1.03M Sell
10,634
-5,665
-35% -$539K 0.17% 68
2024
Q1 		$1.53M Sell
16,299
-145
-0.9% -$12.8K 0.26% 41
2023
Q4 		$1.53M Buy
16,444
+10,980
+201% +$878K 0.27% 40
2023
Q3 		$446K Buy
5,464
+5,303
+3,294% +$460K 0.08% 92
2023
Q2 		$13.8K Sell
161
-156
-49% -$13.3K ﹤0.01% 363
2023
Q1 		$27.8K Buy
317
+86
+37% +$8.03K ﹤0.01% 278
2022
Q4 		$19.6K Sell
231
-41
-15% -$3.49K ﹤0.01% 345
2022
Q3 		$21K Buy
272
+47
+21% +$3.96K ﹤0.01% 327
2022
Q2 		$17K Buy
225
+203
+923% +$16.6K ﹤0.01% 359
2022
Q1 		$2K Sell
22
-91
-81% -$8.78K ﹤0.01% 662
2021
Q4 		$11K Buy
+113
New +$11.3K ﹤0.01% 483
2020
Q4 		– Sell
-131
Closed -$6K – 517
2020
Q3 		$6K Buy
131
+68
+108% +$3.43K ﹤0.01% 449
2020
Q2 		$3K Hold
63
– – ﹤0.01% 463
2020
Q1 		$2K Hold
63
– – ﹤0.01% 440
2019
Q4 		$3K Hold
63
– – ﹤0.01% 441
2019
Q3 		$3K Hold
63
– – ﹤0.01% 455
2019
Q2 		$3K Hold
63
– – ﹤0.01% 462
2019
Q1 		$3K Buy
+63
New +$2.65K ﹤0.01% 453

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

Lee Financial's MS Position: Q2 2026 in Review

Lee Financial reduced its Morgan Stanley (MS) stake by 0.34% in Q2 2026, selling an estimated $6.73K and leaving 9,907 shares worth $2.07M. The position accounts for 0.26% of the portfolio, ranked #35.

Lee Financial first reported a position in MS in Q1 2019 and has held it in 26 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Lee Financial held 9,907 shares of Morgan Stanley worth $2.07M as of Q2 2026.
  • Lee Financial sold 34 Morgan Stanley shares in Q2 2026, an estimated $6.73K.
  • Morgan Stanley made up 0.26% of Lee Financial's portfolio in Q2 2026, its #35 holding.
  • Lee Financial first reported a position in Morgan Stanley in Q1 2019 and has held it in 26 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.