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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Limestone Investment Advisors's MS Position: Q1 2026 in Review

Limestone Investment Advisors opened a new position in Morgan Stanley (MS) in Q1 2026: 19,834 shares worth $3.26M. The stake represents 0.26% of the portfolio and ranks #66 among its holdings.

2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Limestone Investment Advisors held 19,834 shares of Morgan Stanley worth $3.26M as of Q1 2026.
Morgan Stanley was a new Limestone Investment Advisors position in Q1 2026.
Morgan Stanley made up 0.26% of Limestone Investment Advisors's portfolio in Q1 2026, its #66 holding.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.