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
2024 Q1	–	Sell	-1,600	Closed	-$149K	–	1442
2023 Q4	$149K	Hold	1,600	–	–	﹤0.01%	1259
2023 Q3	$131K	Hold	1,600	–	–	﹤0.01%	1126
2023 Q2	$137K	Sell	1,600 -1,700	-52%	-$145K	﹤0.01%	1141
2023 Q1	$290K	Hold	3,300	–	–	﹤0.01%	876
2022 Q4	$281K	Hold	3,300	–	–	﹤0.01%	807
2022 Q3	$260K	Buy	3,300 +100	+3%	+$8.43K	﹤0.01%	809
2022 Q2	$243K	Hold	3,200	–	–	﹤0.01%	811
2022 Q1	$279K	Hold	3,200	–	–	﹤0.01%	839
2021 Q4	$314K	Buy	+3,200	New	+$319K	﹤0.01%	786

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

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.