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Life Cycle Investment Partners’s Morgan Stanley MS Stock Holding History

Life Cycle Investment Partners’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
Q2 		$123M Buy
586,695
+106,303
+22% +$21.1M 0.57% 40
2026
Q1 		$79.1M Buy
480,392
+167,970
+54% +$29.1M 0.5% 43
2025
Q4 		$55.5M Buy
+312,422
New +$52.1M 0.39% 41

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

Life Cycle Investment Partners's MS Position: Q2 2026 in Review

Life Cycle Investment Partners increased its Morgan Stanley (MS) stake by 22% in Q2 2026, buying an estimated $21.1M and bringing the position to 586,695 shares worth $123M. The position accounts for 0.57% of the portfolio, ranked #40.

Life Cycle Investment Partners first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Life Cycle Investment Partners held 586,695 shares of Morgan Stanley worth $123M as of Q2 2026.
  • Life Cycle Investment Partners bought 106,303 Morgan Stanley shares in Q2 2026, an estimated $21.1M.
  • Morgan Stanley made up 0.57% of Life Cycle Investment Partners's portfolio in Q2 2026, its #40 holding.
  • Life Cycle Investment Partners first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Life Cycle Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.