LCM
MS icon

Liberty Capital Management’s Morgan Stanley MS Stock Holding History

Liberty Capital 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 		$212K Buy
+1,015
New +$201K 0.04% 179
2018
Q1 		– Sell
-1,000
Closed -$55K – 189
2017
Q4 		$55K Hold
1,000
– – 0.03% 172
2017
Q3 		$51K Hold
1,000
– – 0.03% 185
2017
Q2 		$45K Buy
+1,000
New +$43.1K 0.03% 178

Other funds holding MS

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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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Liberty Capital Management's MS Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,015 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #179 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in MS as recently as Q4 2017.

Liberty Capital Management first reported a position in MS in Q2 2017 and has held it in 4 quarters since. 608 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Liberty Capital Management held 1,015 shares of Morgan Stanley worth $212K as of Q2 2026.
  • Morgan Stanley was a new Liberty Capital Management position in Q2 2026.
  • Morgan Stanley made up 0.04% of Liberty Capital Management's portfolio in Q2 2026, its #179 holding.
  • Liberty Capital Management first reported a position in Morgan Stanley in Q2 2017 and has held it in 4 quarters since.
  • 608 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.