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Lifestyle Asset Management’s Morgan Stanley MS Stock Holding History

Lifestyle Asset Management’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 		$418K Sell
2,002
-13
-0.6% -$2.57K 0.11% 89
2026
Q1 		$332K Buy
2,015
+73
+4% +$12.6K 0.11% 106
2025
Q4 		$345K Buy
1,942
+93
+5% +$15.5K 0.11% 103
2025
Q3 		$294K Sell
1,849
-17
-0.9% -$2.51K 0.1% 114
2025
Q2 		$263K Buy
1,866
+131
+8% +$16.1K 0.12% 108
2025
Q1 		$202K Buy
1,735
+5
+0.3% +$644 0.11% 111
2024
Q4 		$217K Buy
+1,730
New +$213K 0.12% 102
2024
Q2 		– Sell
-2,172
Closed -$205K – 106
2024
Q1 		$205K Sell
2,172
-237
-10% -$20.9K 0.12% 101
2023
Q4 		$225K Sell
2,409
-161
-6% -$12.9K 0.12% 77
2023
Q3 		$210K Hold
2,570
– – 0.13% 75
2023
Q2 		$219K Buy
2,570
+40
+2% +$3.42K 0.13% 77
2023
Q1 		$222K Buy
+2,530
New +$236K 0.15% 67

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
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

Lifestyle Asset Management's MS Position: Q2 2026 in Review

Lifestyle Asset Management reduced its Morgan Stanley (MS) stake by 0.65% in Q2 2026, selling an estimated $2.57K and leaving 2,002 shares worth $418K. The position accounts for 0.11% of the portfolio, ranked #89.

Lifestyle Asset Management first reported a position in MS in Q1 2023 and has held it in 12 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Lifestyle Asset Management held 2,002 shares of Morgan Stanley worth $418K as of Q2 2026.
  • Lifestyle Asset Management sold 13 Morgan Stanley shares in Q2 2026, an estimated $2.57K.
  • Morgan Stanley made up 0.11% of Lifestyle Asset Management's portfolio in Q2 2026, its #89 holding.
  • Lifestyle Asset Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 12 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.