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
2024
Q1 		– Sell
-1,800
Closed -$168K – 1443
2023
Q4 		$168K Hold
1,800
– – ﹤0.01% 1244
2023
Q3 		$147K Hold
1,800
– – ﹤0.01% 1111
2023
Q2 		$154K Buy
+1,800
New +$154K ﹤0.01% 1127

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.