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
Q2 		– Sell
-31,625
Closed -$5.2M – 602
2026
Q1 		$5.2M Buy
+31,625
New +$5.48M 0.23% 113

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 $3.37T AUM 44.26% 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

Logan Capital Management's MS Position: Q2 2026 in Review

Logan Capital Management opened a new position in Morgan Stanley (MS) in Q2 2026: 24,862 shares worth $5.2M. The stake represents 0.19% of the portfolio and ranks #118 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in MS as recently as Q4 2025.

Logan Capital Management first reported a position in MS in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.92M in Q1 2023. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Logan Capital Management held 24,862 shares of Morgan Stanley worth $5.2M as of Q2 2026.
  • Morgan Stanley was a new Logan Capital Management position in Q2 2026.
  • Morgan Stanley made up 0.19% of Logan Capital Management's portfolio in Q2 2026, its #118 holding.
  • Logan Capital Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 20 quarters since.
  • Logan Capital Management's Morgan Stanley position peaked at $6.92M in Q1 2023.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.