Lido Advisors
MS icon

Lido Advisors’s Morgan Stanley MS Stock Holding History

Lido 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
Q1 		$34.3M Sell
208,195
-47,324
-19% -$8.19M 0.1% 132
2025
Q4 		$42.4M Buy
255,519
+3,150
+1% +$525K 0.13% 104
2025
Q3 		$40.1M Buy
252,369
+93,859
+59% +$13.9M 0.13% 107
2025
Q2 		$22.3M Sell
158,510
-8,740
-5% -$1.07M 0.09% 138
2025
Q1 		$19.5M Buy
167,250
+91,794
+122% +$11.8M 0.09% 141
2024
Q4 		$9.49M Buy
75,456
+6,207
+9% +$764K 0.04% 225
2024
Q3 		$7.22M Buy
69,249
+3,762
+6% +$379K 0.04% 256
2024
Q2 		$6.36M Buy
65,487
+3,213
+5% +$306K 0.04% 255
2024
Q1 		$5.86M Sell
62,274
-7,107
-10% -$626K 0.03% 258
2023
Q4 		$6.47M Buy
69,381
+6,407
+10% +$513K 0.04% 230
2023
Q3 		$5.14M Buy
62,974
+1,421
+2% +$123K 0.04% 234
2023
Q2 		$5.26M Buy
61,553
+8,125
+15% +$695K 0.04% 217
2023
Q1 		$4.69M Buy
53,428
+21,718
+68% +$2.03M 0.05% 218
2022
Q4 		$2.7M Buy
31,710
+1,469
+5% +$125K 0.03% 246
2022
Q3 		$2.39M Sell
30,241
-200
-0.7% -$16.9K 0.03% 230
2022
Q2 		$2.31M Sell
30,441
-6,051
-17% -$496K 0.03% 217
2022
Q1 		$3.19M Buy
36,492
+3,630
+11% +$350K 0.04% 198
2021
Q4 		$3.23M Buy
32,862
+19,499
+146% +$1.94M 0.04% 201
2021
Q3 		$1.3M Buy
13,363
+5,536
+71% +$549K 0.02% 343
2021
Q2 		$718K Sell
7,827
-1,401
-15% -$120K 0.01% 456
2021
Q1 		$717K Buy
9,228
+5,883
+176% +$451K 0.01% 417
2020
Q4 		$229K Buy
+3,345
New +$192K ﹤0.01% 719
2020
Q1 		– Sell
-4,203
Closed -$215K – 643
2019
Q4 		$215K Buy
+4,203
New +$199K 0.01% 605

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lido Advisors's MS Position: Q1 2026 in Review

Lido Advisors reduced its Morgan Stanley (MS) stake by 19% in Q1 2026, selling an estimated $8.19M and leaving 208,195 shares worth $34.3M. The position accounts for 0.1% of the portfolio, ranked #132.

Lido Advisors first reported a position in MS in Q4 2019 and has held it in 23 quarters since. The position peaked at $42.4M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Lido Advisors held 208,195 shares of Morgan Stanley worth $34.3M as of Q1 2026.
  • Lido Advisors sold 47,324 Morgan Stanley shares in Q1 2026, an estimated $8.19M.
  • Morgan Stanley made up 0.1% of Lido Advisors's portfolio in Q1 2026, its #132 holding.
  • Lido Advisors first reported a position in Morgan Stanley in Q4 2019 and has held it in 23 quarters since.
  • Lido Advisors's Morgan Stanley position peaked at $42.4M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.