LGT Financial Advisors’s Morgan Stanley MS Stock Holding History

LGT Financial 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	$24.2K	Hold	116	–	–	0.13%	93
2026 Q1	$19.1K	Hold	116	–	–	0.1%	105
2025 Q4	$20.6K	Hold	116	–	–	0.13%	102
2025 Q3	$18.4K	Hold	116	–	–	0.04%	191
2025 Q2	$16.3K	Buy	+116	New	+$14.2K	0.04%	170
2024 Q3	–	Sell	-95	Closed	-$9.23K	–	757
2024 Q2	$9.23K	Buy	+95	New	+$9.04K	0.02%	488
2023 Q4	–	Sell	-300	Closed	-$24.5K	–	935
2023 Q3	$24.5K	Buy	+300	New	+$26K	0.03%	300

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LGT Financial Advisors's MS Position: Q2 2026 in Review

LGT Financial Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 116 shares worth $24.2K. The position accounts for 0.13% of the portfolio, ranked #93.

LGT Financial Advisors first reported a position in MS in Q3 2023 and has held it in 7 quarters since. The position peaked at $24.5K in Q3 2023. 878 funds tracked by Wall St. Rank hold MS as of Q2 2026.

LGT Financial Advisors held 116 shares of Morgan Stanley worth $24.2K as of Q2 2026.
LGT Financial Advisors left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.13% of LGT Financial Advisors's portfolio in Q2 2026, its #93 holding.
LGT Financial Advisors first reported a position in Morgan Stanley in Q3 2023 and has held it in 7 quarters since.
LGT Financial Advisors's Morgan Stanley position peaked at $24.5K in Q3 2023.
878 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.