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Lewis Asset Management’s Morgan Stanley MS Stock Holding History

Lewis Asset 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
Q2 		$619K Buy
2,960
+661
+29% +$131K 0.22% 103
2026
Q1 		$378K Buy
2,299
+91
+4% +$15.8K 0.15% 139
2025
Q4 		$392K Buy
2,208
+275
+14% +$45.9K 0.16% 128
2025
Q3 		$307K Buy
1,933
+92
+5% +$13.6K 0.13% 143
2025
Q2 		$259K Buy
1,841
+97
+6% +$11.9K 0.12% 152
2025
Q1 		$203K Sell
1,744
-19
-1% -$2.45K 0.17% 124
2024
Q4 		$222K Sell
1,763
-275
-13% -$33.9K 0.17% 120
2024
Q3 		$212K Buy
+2,038
New +$205K 0.16% 125

Other funds holding MS

Robeco Institutional Asset Management
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)
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lewis Asset Management's MS Position: Q2 2026 in Review

Lewis Asset Management increased its Morgan Stanley (MS) stake by 29% in Q2 2026, buying an estimated $131K and bringing the position to 2,960 shares worth $619K. The position accounts for 0.22% of the portfolio, ranked #103.

Lewis Asset Management first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Lewis Asset Management held 2,960 shares of Morgan Stanley worth $619K as of Q2 2026.
  • Lewis Asset Management bought 661 Morgan Stanley shares in Q2 2026, an estimated $131K.
  • Morgan Stanley made up 0.22% of Lewis Asset Management's portfolio in Q2 2026, its #103 holding.
  • Lewis Asset Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.