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LMCG Investments’s Morgan Stanley MS Stock Holding History

LMCG Investments’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 		$6.82M Sell
32,607
-9,095
-22% -$1.8M 0.37% 87
2026
Q1 		$6.86M Sell
41,702
-37,062
-47% -$6.42M 0.41% 81
2025
Q4 		$14M Sell
78,764
-3,523
-4% -$588K 0.8% 38
2025
Q3 		$13.1M Sell
82,287
-2,854
-3% -$421K 0.77% 40
2025
Q2 		$12M Buy
85,141
+3,283
+4% +$403K 0.75% 42
2025
Q1 		$9.55M Buy
81,858
+1,068
+1% +$138K 0.63% 51
2024
Q4 		$10.2M Buy
80,790
+47,544
+143% +$5.86M 0.62% 54
2024
Q3 		$3.47M Buy
33,246
+7,384
+29% +$744K 0.21% 115
2024
Q2 		$2.51M Buy
25,862
+782
+3% +$74.4K 0.15% 126
2024
Q1 		$2.36M Sell
25,080
-900
-3% -$79.3K 0.14% 132
2023
Q4 		$2.42M Sell
25,980
-1,347
-5% -$108K 0.15% 134
2023
Q3 		$2.23M Sell
27,327
-1,026
-4% -$89.1K 0.15% 140
2023
Q2 		$2.42M Sell
28,353
-556
-2% -$47.5K 0.16% 139
2023
Q1 		$2.54M Sell
28,909
-652
-2% -$60.8K 0.17% 133
2022
Q4 		$2.51M Sell
29,561
-891
-3% -$75.9K 0.18% 137
2022
Q3 		$2.41M Sell
30,452
-610
-2% -$51.4K 0.18% 143
2022
Q2 		$2.36M Buy
+31,062
New +$2.54M 0.16% 142

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

LMCG Investments's MS Position: Q2 2026 in Review

LMCG Investments reduced its Morgan Stanley (MS) stake by 22% in Q2 2026, selling an estimated $1.8M and leaving 32,607 shares worth $6.82M. The position accounts for 0.37% of the portfolio, ranked #87.

LMCG Investments first reported a position in MS in Q2 2022 and has held it in 17 quarters since. The position peaked at $14M in Q4 2025. 898 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • LMCG Investments held 32,607 shares of Morgan Stanley worth $6.82M as of Q2 2026.
  • LMCG Investments sold 9,095 Morgan Stanley shares in Q2 2026, an estimated $1.8M.
  • Morgan Stanley made up 0.37% of LMCG Investments's portfolio in Q2 2026, its #87 holding.
  • LMCG Investments first reported a position in Morgan Stanley in Q2 2022 and has held it in 17 quarters since.
  • LMCG Investments's Morgan Stanley position peaked at $14M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.