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 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 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

Liontrust Investment Partners's MS Position: Q1 2026 in Review

Liontrust Investment Partners increased its Morgan Stanley (MS) stake by 12% in Q1 2026, buying an estimated $1.31M and bringing the position to 69,423 shares worth $11.4M. The position accounts for 0.2% of the portfolio, ranked #84.

Liontrust Investment Partners first reported a position in MS in Q4 2021 and has held it in 15 quarters since. The position peaked at $15.5M in Q1 2022. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Liontrust Investment Partners held 69,423 shares of Morgan Stanley worth $11.4M as of Q1 2026.
Liontrust Investment Partners bought 7,581 Morgan Stanley shares in Q1 2026, an estimated $1.31M.
Morgan Stanley made up 0.2% of Liontrust Investment Partners's portfolio in Q1 2026, its #84 holding.
Liontrust Investment Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 15 quarters since.
Liontrust Investment Partners's Morgan Stanley position peaked at $15.5M in Q1 2022.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.