LCM
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Logan Capital Management’s Morgan Stanley MS Stock Holding History

Logan Capital 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
Q1 		– Sell
-33,993
Closed -$5.89M – 434
2025
Q4 		$6.03M Sell
33,993
-1,039
-3% -$173K 0.25% 100
2025
Q3 		$5.57M Buy
35,032
+1,059
+3% +$156K 0.23% 106
2025
Q2 		$4.79M Sell
33,973
-36
-0.1% -$4.42K 0.22% 114
2025
Q1 		$3.97M Sell
34,009
-3,982
-10% -$513K 0.18% 126
2024
Q4 		$4.78M Sell
37,991
-299
-0.8% -$36.8K 0.2% 115
2024
Q3 		$3.99M Sell
38,290
-2,516
-6% -$253K 0.16% 132
2024
Q2 		$3.97M Sell
40,806
-27,930
-41% -$2.66M 0.17% 128
2024
Q1 		$6.47M Buy
68,736
+10,737
+19% +$946K 0.28% 102
2023
Q4 		$5.41M Sell
57,999
-14,999
-21% -$1.2M 0.25% 107
2023
Q3 		$5.96M Sell
72,998
-4,817
-6% -$418K 0.3% 95
2023
Q2 		$6.65M Sell
77,815
-974
-1% -$83.3K 0.32% 85
2023
Q1 		$6.92M Buy
78,789
+7,127
+10% +$665K 0.34% 86
2022
Q4 		$6.09M Sell
71,662
-1,906
-3% -$162K 0.31% 91
2022
Q3 		$5.81M Buy
73,568
+4,547
+7% +$383K 0.35% 81
2022
Q2 		$5.25M Buy
69,021
+16,510
+31% +$1.35M 0.3% 88
2022
Q1 		$4.59M Buy
52,511
+14,190
+37% +$1.37M 0.22% 111
2021
Q4 		$3.76M Buy
38,321
+344
+0.9% +$34.3K 0.16% 125
2021
Q3 		$3.7M Buy
37,977
+2,391
+7% +$237K 0.17% 127
2021
Q2 		$3.26M Buy
+35,586
New +$3.05M 0.15% 129

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Logan Capital Management's MS Position: Q1 2026 in Review

Logan Capital Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 33,993 shares — an estimated $5.89M sold.

Logan Capital Management first reported a position in MS in Q2 2021 and held it in 19 quarters. The position peaked at $6.92M in Q1 2023. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Logan Capital Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 33,993 Morgan Stanley shares in Q1 2026, an estimated $5.89M.
  • Logan Capital Management first reported a position in Morgan Stanley in Q2 2021 and held it in 19 quarters.
  • Logan Capital Management's Morgan Stanley position peaked at $6.92M in Q1 2023.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.