LSA
MS icon

Leonteq Securities AG’s Morgan Stanley MS Stock Holding History

Leonteq Securities AG’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
2022
Q1 		– Sell
-10,000
Closed -$982K – 1311
2021
Q4 		$982K Hold
10,000
– – 0.04% 332
2021
Q3 		$973K Hold
10,000
– – 0.04% 310
2021
Q2 		$917K Buy
+10,000
New +$857K 0.05% 282

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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

Leonteq Securities AG's MS Position: Q2 2026 in Review

Leonteq Securities AG reduced its Morgan Stanley (MS) stake by 62% in Q2 2026, selling an estimated $1.22M and leaving 3,753 shares worth $785K. The position accounts for 0.03% of the portfolio, ranked #300.

Leonteq Securities AG first reported a position in MS in Q4 2021 and has held it in 17 quarters since. The position peaked at $13.6M in Q4 2025. 1,031 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Leonteq Securities AG held 3,753 shares of Morgan Stanley worth $785K as of Q2 2026.
  • Leonteq Securities AG sold 6,166 Morgan Stanley shares in Q2 2026, an estimated $1.22M.
  • Morgan Stanley made up 0.03% of Leonteq Securities AG's portfolio in Q2 2026, its #300 holding.
  • Leonteq Securities AG first reported a position in Morgan Stanley in Q4 2021 and has held it in 17 quarters since.
  • Leonteq Securities AG's Morgan Stanley position peaked at $13.6M in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.