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

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
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.