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 Q3	$418K	Buy	2,225 +133	+6%	+$28.3K	0.05%	279
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%	-$9.8K	0.17%	124
2023 Q3	$582K	Buy	+7,128	New	+$619K	0.17%	125

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LexAurum Advisors's MS Position: Q3 2026 in Review

LexAurum Advisors increased its Morgan Stanley (MS) stake by 6.4% in Q3 2026, buying an estimated $28.3K and bringing the position to 2,225 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #279.

LexAurum Advisors first reported a position in MS in Q3 2023 and has held it in 11 quarters since. The position peaked at $910K in Q4 2024. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

LexAurum Advisors held 2,225 shares of Morgan Stanley worth $418K as of Q3 2026.
LexAurum Advisors bought 133 Morgan Stanley shares in Q3 2026, an estimated $28.3K.
Morgan Stanley made up 0.05% of LexAurum Advisors's portfolio in Q3 2026, its #279 holding.
LexAurum Advisors first reported a position in Morgan Stanley in Q3 2023 and has held it in 11 quarters since.
LexAurum Advisors's Morgan Stanley position peaked at $910K in Q4 2024.
1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.