Lewis Asset Management
MS icon

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
Q3 		$547K Sell
2,909
-51
-2% -$10.8K 0.19% 111
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Lewis Asset Management's MS Position: Q3 2026 in Review

Lewis Asset Management reduced its Morgan Stanley (MS) stake by 1.7% in Q3 2026, selling an estimated $10.8K and leaving 2,909 shares worth $547K. The position accounts for 0.19% of the portfolio, ranked #111.

Lewis Asset Management first reported a position in MS in Q3 2024 and has held it in 9 quarters since. The position peaked at $619K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Lewis Asset Management held 2,909 shares of Morgan Stanley worth $547K as of Q3 2026.
  • Lewis Asset Management sold 51 Morgan Stanley shares in Q3 2026, an estimated $10.8K.
  • Morgan Stanley made up 0.19% of Lewis Asset Management's portfolio in Q3 2026, its #111 holding.
  • Lewis Asset Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 9 quarters since.
  • Lewis Asset Management's Morgan Stanley position peaked at $619K in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Lewis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.