LCP
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LGT Capital Partners’s Morgan Stanley MS Stock Holding History

LGT Capital Partners’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
Q1 		$22.4M Sell
136,194
-75,829
-36% -$13.1M 1.19% 30
2025
Q4 		$37.6M Sell
212,023
-20,926
-9% -$3.49M 1.87% 21
2025
Q3 		$37M Sell
232,949
-94,018
-29% -$13.9M 1.8% 23
2025
Q2 		$46.1M Sell
326,967
-82,175
-20% -$10.1M 2.04% 15
2025
Q1 		$47.7M Sell
409,142
-96,698
-19% -$12.5M 2.12% 16
2024
Q4 		$63.6M Sell
505,840
-157,700
-24% -$19.4M 2.42% 14
2024
Q3 		$69.2M Buy
663,540
+59,420
+10% +$5.98M 2.41% 16
2024
Q2 		$58.7M Buy
604,120
+53,540
+10% +$5.1M 2% 19
2024
Q1 		$51.8M Buy
550,580
+334,000
+154% +$29.4M 1.62% 22
2023
Q4 		$20.2M Sell
216,580
-14,677
-6% -$1.17M 0.6% 36
2023
Q3 		$18.9M Sell
231,257
-3,570
-2% -$310K 0.68% 36
2023
Q2 		$20.1M Buy
234,827
+17,957
+8% +$1.54M 0.69% 36
2023
Q1 		$19M Sell
216,870
-12,970
-6% -$1.21M 0.53% 37
2022
Q4 		$19.5M Sell
229,840
-13,800
-6% -$1.18M 0.57% 39
2022
Q3 		$19.3M Sell
243,640
-15,500
-6% -$1.31M 0.59% 38
2022
Q2 		$19.7M Buy
259,140
+28,530
+12% +$2.34M 0.6% 37
2022
Q1 		$20.2M Buy
230,610
+3,560
+2% +$343K 0.57% 39
2021
Q4 		$22.3M Buy
227,050
+6,890
+3% +$686K 0.59% 39
2021
Q3 		$21.4M Sell
220,160
-189,620
-46% -$18.8M 0.65% 37
2021
Q2 		$37.6M Sell
409,780
-214,550
-34% -$18.4M 1.06% 28
2021
Q1 		$48.5M Sell
624,330
-186,200
-23% -$14.3M 1.59% 22
2020
Q4 		$55.5M Sell
810,530
-23,030
-3% -$1.32M 1.92% 18
2020
Q3 		$40.3M Buy
833,560
+48,820
+6% +$2.46M 1.69% 20
2020
Q2 		$37.9M Buy
784,740
+136,530
+21% +$5.73M 1.88% 18
2020
Q1 		$22M Buy
648,210
+63,940
+11% +$3.01M 1.42% 22
2019
Q4 		$29.9M Sell
584,270
-62,740
-10% -$2.97M 1.77% 20
2019
Q3 		$27.6M Sell
647,010
-42,160
-6% -$1.8M 1.82% 21
2019
Q2 		$30.2M Sell
689,170
-394,890
-36% -$17.6M 2.22% 17
2019
Q1 		$45.7M Buy
1,084,060
+101,270
+10% +$4.26M 3.37% 7
2018
Q4 		$39M Buy
982,790
+360,730
+58% +$15.7M 3.23% 7
2018
Q3 		$29M Sell
622,060
-17,160
-3% -$838K 2.25% 16
2018
Q2 		$30.3M Buy
639,220
+86,600
+16% +$4.53M 2.36% 14
2018
Q1 		$29.8M Sell
552,620
-2,280
-0.4% -$126K 2.55% 13
2017
Q4 		$29.1M Buy
554,900
+5,615
+1% +$284K 2.72% 11
2017
Q3 		$26.5M Buy
549,285
+93,440
+20% +$4.33M 2.66% 9
2017
Q2 		$20.3M Buy
455,845
+162,945
+56% +$7.03M 2.04% 17
2017
Q1 		$12.5M Buy
292,900
+43,480
+17% +$1.93M 1.43% 32
2016
Q4 		$10.5M Sell
249,420
-117,040
-32% -$4.43M 1.43% 33
2016
Q3 		$11.7M Buy
366,460
+21,800
+6% +$650K 1.65% 28
2016
Q2 		$8.95M Buy
344,660
+85,900
+33% +$2.25M 1.55% 29
2016
Q1 		$6.47M Buy
258,760
+141,900
+121% +$3.62M 1.17% 37
2015
Q4 		$3.72M Sell
116,860
-1,010
-0.9% -$33.6K 0.84% 45
2015
Q3 		$3.71M Buy
117,870
+17,460
+17% +$636K 1.09% 37
2015
Q2 		$3.9M Buy
+100,410
New +$3.82M 1.11% 36

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LGT Capital Partners's MS Position: Q1 2026 in Review

LGT Capital Partners reduced its Morgan Stanley (MS) stake by 36% in Q1 2026, selling an estimated $13.1M and leaving 136,194 shares worth $22.4M. The position accounts for 1.19% of the portfolio, ranked #30.

LGT Capital Partners first reported a position in MS in Q2 2015 and has held it in 44 quarters since. The position peaked at $69.2M in Q3 2024. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • LGT Capital Partners held 136,194 shares of Morgan Stanley worth $22.4M as of Q1 2026.
  • LGT Capital Partners sold 75,829 Morgan Stanley shares in Q1 2026, an estimated $13.1M.
  • Morgan Stanley made up 1.19% of LGT Capital Partners's portfolio in Q1 2026, its #30 holding.
  • LGT Capital Partners first reported a position in Morgan Stanley in Q2 2015 and has held it in 44 quarters since.
  • LGT Capital Partners's Morgan Stanley position peaked at $69.2M in Q3 2024.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on LGT Capital Partners's 13F filing for Q1 2026, filed 11 May 2026.