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Limestone Investment Advisors’s Morgan Stanley MS Stock Holding History

Limestone Investment 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
2026
Q2 		$8.22M Buy
39,300
+3,700
+10% +$733K 0.61% 31
2026
Q1 		$5.86M Buy
35,600
+4,600
+15% +$796K 0.47% 37
2025
Q4 		$5.5M Sell
31,000
-12,600
-29% -$2.1M 0.53% 37
2025
Q3 		$6.93M Buy
43,600
+2,800
+7% +$413K 0.55% 31
2025
Q2 		$5.75M Buy
+40,800
New +$5.01M 0.5% 43

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

Limestone Investment Advisors's MS Position: Q2 2026 in Review

Limestone Investment Advisors sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 19,834 shares — an estimated $3.93M sold.

Limestone Investment Advisors first reported a position in MS in Q1 2026 and held it in 1 quarter. The position peaked at $3.26M in Q1 2026. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Limestone Investment Advisors reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 19,834 Morgan Stanley shares in Q2 2026, an estimated $3.93M.
  • Limestone Investment Advisors first reported a position in Morgan Stanley in Q1 2026 and held it in 1 quarter.
  • Limestone Investment Advisors's Morgan Stanley position peaked at $3.26M in Q1 2026.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.