LGT Fund Management’s Morgan Stanley MS Stock Holding History

LGT Fund 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 Q1	$268K	Sell	1,628 -833	-34%	-$144K	0.01%	232
2025 Q4	$441K	Sell	2,461 -867	-26%	-$145K	0.03%	182
2025 Q3	$522K	Sell	3,328 -510	-13%	-$75.3K	0.04%	176
2025 Q2	$541K	Sell	3,838 -4,161	-52%	-$511K	0.05%	182
2025 Q1	$933K	Buy	7,999 +785	+11%	+$101K	0.08%	152
2024 Q4	$907K	Sell	7,214 -933	-11%	-$115K	0.08%	165
2024 Q3	$852K	Buy	8,147 +205	+3%	+$20.6K	0.09%	135
2024 Q2	$772K	Buy	+7,942	New	+$756K	0.1%	125
2023 Q4	–	Sell	-15,090	Closed	-$1.21M	–	117
2023 Q3	$1.21M	Buy	15,090 +1,200	+9%	+$104K	0.59%	66
2023 Q2	$1.19M	Sell	13,890 -3,250	-19%	-$278K	0.55%	65
2023 Q1	$1.5M	Buy	+17,140	New	+$1.6M	0.64%	62
2022 Q3	–	Sell	-37,000	Closed	-$2.81M	–	160
2022 Q2	$2.81M	Sell	37,000 -10,000	-21%	-$819K	0.41%	71
2022 Q1	$4.09M	Sell	47,000 -46,000	-49%	-$4.44M	0.54%	48
2021 Q4	$9.13M	Buy	+93,000	New	+$9.26M	2.63%	7

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LGT Fund Management's MS Position: Q1 2026 in Review

LGT Fund Management reduced its Morgan Stanley (MS) stake by 34% in Q1 2026, selling an estimated $144K and leaving 1,628 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #232.

LGT Fund Management first reported a position in MS in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.13M in Q4 2021. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

LGT Fund Management held 1,628 shares of Morgan Stanley worth $268K as of Q1 2026.
LGT Fund Management sold 833 Morgan Stanley shares in Q1 2026, an estimated $144K.
Morgan Stanley made up 0.01% of LGT Fund Management's portfolio in Q1 2026, its #232 holding.
LGT Fund Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 14 quarters since.
LGT Fund Management's Morgan Stanley position peaked at $9.13M in Q4 2021.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on LGT Fund Management's 13F filing for Q1 2026, filed 28 Apr 2026.