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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lido Advisors's MS Position: Q2 2026 in Review

Lido Advisors increased its Morgan Stanley (MS) stake by 3.3% in Q2 2026, buying an estimated $1.37M and bringing the position to 215,117 shares worth $45M. The position accounts for 0.12% of the portfolio, ranked #110.

Lido Advisors first reported a position in MS in Q4 2019 and has held it in 24 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Lido Advisors held 215,117 shares of Morgan Stanley worth $45M as of Q2 2026.
Lido Advisors bought 6,922 Morgan Stanley shares in Q2 2026, an estimated $1.37M.
Morgan Stanley made up 0.12% of Lido Advisors's portfolio in Q2 2026, its #110 holding.
Lido Advisors first reported a position in Morgan Stanley in Q4 2019 and has held it in 24 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.