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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
Q2 		$541K Buy
2,590
+962
+59% +$191K 0.02% 212
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
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LGT Fund Management's MS Position: Q2 2026 in Review

LGT Fund Management increased its Morgan Stanley (MS) stake by 59% in Q2 2026, buying an estimated $191K and bringing the position to 2,590 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #212.

LGT Fund Management first reported a position in MS in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.13M in Q4 2021. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • LGT Fund Management held 2,590 shares of Morgan Stanley worth $541K as of Q2 2026.
  • LGT Fund Management bought 962 Morgan Stanley shares in Q2 2026, an estimated $191K.
  • Morgan Stanley made up 0.02% of LGT Fund Management's portfolio in Q2 2026, its #212 holding.
  • LGT Fund Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 15 quarters since.
  • LGT Fund Management's Morgan Stanley position peaked at $9.13M in Q4 2021.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LGT Fund Management's 13F filing for Q2 2026, filed 10 Aug 2026.