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LexAurum Advisors’s Morgan Stanley MS Stock Holding History

LexAurum Advisors’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 		$437K Buy
2,092
+31
+2% +$6.14K 0.05% 269
2026
Q1 		$339K Buy
+2,061
New +$357K 0.04% 304
2025
Q3 		$214K Buy
+1,348
New +$199K 0.03% 355
2025
Q2 		– Sell
-7,179
Closed -$838K – 366
2025
Q1 		$838K Sell
7,179
-60
-0.8% -$7.73K 0.16% 130
2024
Q4 		$910K Buy
7,239
+572
+9% +$70.4K 0.18% 114
2024
Q3 		$695K Sell
6,667
-159
-2% -$16K 0.15% 125
2024
Q2 		$663K Sell
6,826
-172
-2% -$16.4K 0.16% 123
2024
Q1 		$659K Sell
6,998
-8
-0.1% -$705 0.17% 123
2023
Q4 		$653K Sell
7,006
-122
-2% -$9.76K 0.17% 124
2023
Q3 		$582K Buy
+7,128
New +$619K 0.17% 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

LexAurum Advisors's MS Position: Q2 2026 in Review

LexAurum Advisors increased its Morgan Stanley (MS) stake by 1.5% in Q2 2026, buying an estimated $6.14K and bringing the position to 2,092 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #269.

LexAurum Advisors first reported a position in MS in Q3 2023 and has held it in 10 quarters since. The position peaked at $910K in Q4 2024. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • LexAurum Advisors held 2,092 shares of Morgan Stanley worth $437K as of Q2 2026.
  • LexAurum Advisors bought 31 Morgan Stanley shares in Q2 2026, an estimated $6.14K.
  • Morgan Stanley made up 0.05% of LexAurum Advisors's portfolio in Q2 2026, its #269 holding.
  • LexAurum Advisors first reported a position in Morgan Stanley in Q3 2023 and has held it in 10 quarters since.
  • LexAurum Advisors's Morgan Stanley position peaked at $910K in Q4 2024.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.