LM
MS icon

Lincluden Management’s Morgan Stanley MS Stock Holding History

Lincluden 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 		$5.81M Sell
27,805
-474
-2% -$93.9K 0.57% 36
2026
Q1 		$4.65M Buy
28,279
+1,857
+7% +$321K 0.5% 43
2025
Q4 		$4.69M Sell
26,422
-5,724
-18% -$955K 0.4% 42
2025
Q3 		$5.11M Sell
32,146
-240
-0.7% -$35.4K 0.57% 39
2025
Q2 		$4.56M Sell
32,386
-4,355
-12% -$535K 0.5% 43
2025
Q1 		$4.29M Sell
36,741
-4,756
-11% -$613K 0.54% 43
2024
Q4 		$5.22M Sell
41,497
-3,360
-7% -$414K 0.63% 34
2024
Q3 		$4.68M Buy
44,857
+562
+1% +$56.6K 0.51% 40
2024
Q2 		$4.3M Sell
44,295
-117
-0.3% -$11.1K 0.52% 41
2024
Q1 		$4.18M Buy
44,412
+8,448
+23% +$744K 0.5% 44
2023
Q4 		$3.35M Sell
35,964
-474
-1% -$37.9K 0.41% 45
2023
Q3 		$2.98M Sell
36,438
-163
-0.4% -$14.2K 0.36% 48
2023
Q2 		$3.13M Buy
36,601
+36
+0.1% +$3.08K 0.36% 52
2023
Q1 		$3.21M Sell
36,565
-1,344
-4% -$125K 0.36% 55
2022
Q4 		$3.22M Sell
37,909
-282
-0.7% -$24K 0.37% 45
2022
Q3 		$3.02M Sell
38,191
-585
-2% -$49.3K 0.38% 42
2022
Q2 		$2.95M Sell
38,776
-1,139
-3% -$93.3K 0.32% 49
2022
Q1 		$3.49M Sell
39,915
-415
-1% -$40K 0.31% 53
2021
Q4 		$3.96M Sell
40,330
-400
-1% -$39.8K 0.36% 49
2021
Q3 		$3.96M Sell
40,730
-3,313
-8% -$328K 0.4% 46
2021
Q2 		$4.04M Sell
44,043
-685
-2% -$58.7K 0.39% 48
2021
Q1 		$3.47M Sell
44,728
-3,505
-7% -$269K 0.34% 55
2020
Q4 		$3.31M Sell
48,233
-3,745
-7% -$215K 0.34% 50
2020
Q3 		$2.51M Sell
51,978
-2,465
-5% -$124K 0.25% 51
2020
Q2 		$2.63M Sell
54,443
-1,130
-2% -$47.5K 0.28% 49
2020
Q1 		$1.89M Buy
55,573
+3,090
+6% +$146K 0.23% 56
2019
Q4 		$2.68M Buy
52,483
+11,111
+27% +$526K 0.24% 53
2019
Q3 		$1.76M Sell
41,372
-7,245
-15% -$310K 0.16% 64
2019
Q2 		$2.13K Buy
48,617
+65
+0.1% +$2.9K 0.14% 63
2019
Q1 		$2.05M Buy
48,552
+3,080
+7% +$130K 0.2% 62
2018
Q4 		$1.8M Sell
45,472
-4,085
-8% -$178K 0.14% 60
2018
Q3 		$2.31M Sell
49,557
-96,897
-66% -$4.73M 0.19% 62
2018
Q2 		$6.94M Buy
146,454
+3,435
+2% +$179K 0.51% 39
2018
Q1 		$7.72M Sell
143,019
-21,785
-13% -$1.21M 0.62% 35
2017
Q4 		$8.65M Sell
164,804
-6,515
-4% -$329K 0.6% 36
2017
Q3 		$8.25M Sell
171,319
-235
-0.1% -$10.9K 0.64% 35
2017
Q2 		$7.64M Sell
171,554
-2,640
-2% -$114K 0.66% 34
2017
Q1 		$7.46M Sell
174,194
-83,434
-32% -$3.7M 0.67% 33
2016
Q4 		$10.9M Buy
257,628
+30,533
+13% +$1.15M 1.19% 21
2016
Q3 		$7.28M Buy
227,095
+1,710
+0.8% +$51K 1.07% 31
2016
Q2 		$5.86M Buy
225,385
+1,320
+0.6% +$34.5K 0.97% 34
2016
Q1 		$5.6M Buy
224,065
+2,440
+1% +$62.3K 0.95% 36
2015
Q4 		$7.05M Sell
221,625
-28,710
-11% -$954K 1.43% 24
2015
Q3 		$7.89M Sell
250,335
-35,435
-12% -$1.29M 1.52% 21
2015
Q2 		$11.1K Sell
285,770
-33,585
-11% -$1.28M 1.37% 20
2015
Q1 		$11.4M Sell
319,355
-12,987
-4% -$466K 1.63% 20
2014
Q4 		$12.9M Sell
332,342
-14,765
-4% -$525K 1.27% 20
2014
Q3 		$12M Buy
347,107
+1,080
+0.3% +$36K 1.17% 28
2014
Q2 		$11.2M Buy
346,027
+20,450
+6% +$630K 1.02% 32
2014
Q1 		$10.1M Buy
325,577
+9,360
+3% +$289K 0.95% 34
2013
Q4 		$9.92M Sell
316,217
-62,800
-17% -$1.87M 0.9% 33
2013
Q3 		$10.2M Sell
379,017
-9,520
-2% -$255K 1.28% 27
2013
Q2 		$9.19K Buy
+388,537
New +$9.21M 0.02% 34

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lincluden Management's MS Position: Q2 2026 in Review

Lincluden Management reduced its Morgan Stanley (MS) stake by 1.7% in Q2 2026, selling an estimated $93.9K and leaving 27,805 shares worth $5.81M. The position accounts for 0.57% of the portfolio, ranked #36.

Lincluden Management first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.9M in Q4 2014. 908 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Lincluden Management held 27,805 shares of Morgan Stanley worth $5.81M as of Q2 2026.
  • Lincluden Management sold 474 Morgan Stanley shares in Q2 2026, an estimated $93.9K.
  • Morgan Stanley made up 0.57% of Lincluden Management's portfolio in Q2 2026, its #36 holding.
  • Lincluden Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • Lincluden Management's Morgan Stanley position peaked at $12.9M in Q4 2014.
  • 908 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.