Lloyd Advisory Services’s Morgan Stanley MS Stock Holding History

Lloyd Advisory Services’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	$2.52K	Sell	12 -104	-90%	-$20.6K	﹤0.01%	488
2026 Q1	$19.1K	Buy	+116	New	+$20.1K	0.01%	393
2023 Q4	–	Sell	-7,198	Closed	-$588K	–	262
2023 Q3	$588K	Buy	+7,198	New	+$625K	0.19%	120
2022 Q2	–	Sell	-823	Closed	-$72K	–	376
2022 Q1	$72K	Sell	823 -19	-2%	-$1.83K	0.03%	190
2021 Q4	$83K	Buy	842 +316	+60%	+$31.5K	0.04%	151
2021 Q3	$51K	Sell	526 -71	-12%	-$7.04K	0.03%	158
2021 Q2	$55K	Sell	597 -10	-2%	-$857	0.03%	145
2021 Q1	$47K	Sell	607 -132	-18%	-$10.1K	0.03%	140
2020 Q4	$51K	Buy	739 +10	+1%	+$574	0.03%	117
2020 Q3	$35K	Sell	729 -74	-9%	-$3.73K	0.02%	123
2020 Q2	$39K	Sell	803 -4	-0.5%	-$168	0.02%	120
2020 Q1	$27K	Buy	807 +8	+1%	+$377	0.02%	133
2019 Q4	$41K	Buy	+799	New	+$37.8K	0.04%	139

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lloyd Advisory Services's MS Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Morgan Stanley (MS) stake by 90% in Q2 2026, selling an estimated $20.6K and leaving 12 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Lloyd Advisory Services first reported a position in MS in Q4 2019 and has held it in 13 quarters since. The position peaked at $588K in Q3 2023. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Lloyd Advisory Services held 12 shares of Morgan Stanley worth $2.52K as of Q2 2026.
Lloyd Advisory Services sold 104 Morgan Stanley shares in Q2 2026, an estimated $20.6K.
Morgan Stanley made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #488 holding.
Lloyd Advisory Services first reported a position in Morgan Stanley in Q4 2019 and has held it in 13 quarters since.
Lloyd Advisory Services's Morgan Stanley position peaked at $588K in Q3 2023.
2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.