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Liontrust Investment Partners’s Morgan Stanley MS Stock Holding History

Liontrust 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 		$26.1M Buy
124,651
+55,228
+80% +$10.9M 0.38% 64
2026
Q1 		$11.4M Buy
69,423
+7,581
+12% +$1.31M 0.2% 84
2025
Q4 		$11M Sell
61,842
-2,594
-4% -$433K 0.16% 101
2025
Q3 		$10.2M Sell
64,436
-5,793
-8% -$855K 0.15% 102
2025
Q2 		$9.89M Sell
70,229
-31,351
-31% -$3.85M 0.14% 99
2025
Q1 		$11.9M Buy
101,580
+27,525
+37% +$3.55M 0.19% 89
2024
Q4 		$9.31M Buy
74,055
+4,055
+6% +$499K 0.14% 103
2024
Q3 		$6.8M Hold
70,000
– – 0.1% 110
2024
Q2 		$6.8M Sell
70,000
-23,000
-25% -$2.19M 0.1% 110
2024
Q1 		$8.76M Sell
93,000
-2,000
-2% -$176K 0.12% 106
2023
Q4 		$8.86M Sell
95,000
-11,000
-10% -$880K 0.13% 100
2023
Q3 		$8.66M Buy
106,000
+6,000
+6% +$521K 0.14% 95
2023
Q2 		$8.54M Buy
+100,000
New +$8.55M 0.12% 104
2022
Q3 		– Sell
-177,000
Closed -$13.5M – 258
2022
Q2 		$13.5M Hold
177,000
– – 0.19% 70
2022
Q1 		$15.5M Buy
177,000
+37,000
+26% +$3.57M 0.2% 58
2021
Q4 		$13.7M Buy
+140,000
New +$13.9M 0.16% 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 $3.38T AUM 44.17% 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

Liontrust Investment Partners's MS Position: Q2 2026 in Review

Liontrust Investment Partners increased its Morgan Stanley (MS) stake by 80% in Q2 2026, buying an estimated $10.9M and bringing the position to 124,651 shares worth $26.1M. The position accounts for 0.38% of the portfolio, ranked #64.

Liontrust Investment Partners first reported a position in MS in Q4 2021 and has held it in 16 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Liontrust Investment Partners held 124,651 shares of Morgan Stanley worth $26.1M as of Q2 2026.
  • Liontrust Investment Partners bought 55,228 Morgan Stanley shares in Q2 2026, an estimated $10.9M.
  • Morgan Stanley made up 0.38% of Liontrust Investment Partners's portfolio in Q2 2026, its #64 holding.
  • Liontrust Investment Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 16 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.