LGF
MS icon

LGT Group Foundation’s Morgan Stanley MS Stock Holding History

LGT Group Foundation’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 		$1.82M Sell
8,726
-276
-3% -$54.7K 0.02% 170
2026
Q1 		$1.48M Buy
9,002
+155
+2% +$26.8K 0.02% 176
2025
Q4 		$1.58M Sell
8,847
-56,991
-87% -$9.51M 0.02% 180
2025
Q3 		$10.3M Sell
65,838
-5,922
-8% -$874K 0.12% 99
2025
Q2 		$10.1M Buy
71,760
+51,823
+260% +$6.37M 0.13% 99
2025
Q1 		$2.33M Buy
19,937
+814
+4% +$105K 0.03% 161
2024
Q4 		$2.4M Sell
19,123
-600
-3% -$73.9K 0.04% 161
2024
Q3 		$2.06M Buy
19,723
+10
+0.1% +$1.01K 0.03% 180
2024
Q2 		$1.92M Buy
19,713
+522
+3% +$49.7K 0.03% 179
2024
Q1 		$1.81M Buy
19,191
+4,000
+26% +$352K 0.04% 175
2023
Q4 		$1.42M Sell
15,191
-502
-3% -$40.2K 0.03% 194
2023
Q3 		$1.26M Sell
15,693
-189,963
-92% -$16.5M 0.03% 200
2023
Q2 		$17.6M Buy
205,656
+176,605
+608% +$15.1M 0.43% 60
2023
Q1 		$2.55M Sell
29,051
-12,245
-30% -$1.14M 0.07% 186
2022
Q4 		$3.51M Sell
41,296
-1,906
-4% -$162K 0.11% 151
2022
Q3 		$3.41M Sell
43,202
-1,314
-3% -$111K 0.13% 130
2022
Q2 		$3.38M Sell
44,516
-7,965
-15% -$652K 0.1% 153
2022
Q1 		$4.57M Sell
52,481
-8,145
-13% -$786K 0.11% 145
2021
Q4 		$5.95M Buy
+60,626
New +$6.04M 0.15% 112

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 Group Foundation's MS Position: Q2 2026 in Review

LGT Group Foundation reduced its Morgan Stanley (MS) stake by 3.1% in Q2 2026, selling an estimated $54.7K and leaving 8,726 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #170.

LGT Group Foundation first reported a position in MS in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.6M in Q2 2023. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • LGT Group Foundation held 8,726 shares of Morgan Stanley worth $1.82M as of Q2 2026.
  • LGT Group Foundation sold 276 Morgan Stanley shares in Q2 2026, an estimated $54.7K.
  • Morgan Stanley made up 0.02% of LGT Group Foundation's portfolio in Q2 2026, its #170 holding.
  • LGT Group Foundation first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • LGT Group Foundation's Morgan Stanley position peaked at $17.6M in Q2 2023.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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