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Lokken Investment Group’s Morgan Stanley MS Stock Holding History

Lokken Investment Group’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
2025
Q3 		$412K Buy
2,590
+22
+0.9% +$3.25K 0.14% 99
2025
Q2 		$362K Hold
2,568
– – 0.14% 98
2025
Q1 		$300K Sell
2,568
-446
-15% -$57.5K 0.13% 101
2024
Q4 		$379K Sell
3,014
-39
-1% -$4.8K 0.16% 91
2024
Q3 		$318K Hold
3,053
– – 0.13% 106
2024
Q2 		$297K Hold
3,053
– – 0.14% 108
2024
Q1 		$287K Sell
3,053
-58
-2% -$5.11K 0.14% 108
2023
Q4 		$290K Sell
3,111
-5,626
-64% -$450K 0.16% 100
2023
Q3 		$714K Sell
8,737
-503
-5% -$43.7K 0.47% 50
2023
Q2 		$789K Buy
9,240
+1,644
+22% +$141K 0.51% 47
2023
Q1 		$667K Buy
7,596
+549
+8% +$51.2K 0.51% 48
2022
Q4 		$599K Sell
7,047
-38
-0.5% -$3.24K 0.47% 49
2022
Q3 		$560K Buy
7,085
+107
+2% +$9.02K 0.48% 47
2022
Q2 		$531K Buy
6,978
+327
+5% +$26.8K 0.43% 49
2022
Q1 		$536K Sell
6,651
-556
-8% -$53.6K 0.43% 51
2021
Q4 		$707K Buy
7,207
+240
+3% +$23.9K 0.5% 41
2021
Q3 		$678K Sell
6,967
-267
-4% -$26.5K 0.54% 42
2021
Q2 		$663K Buy
7,234
+409
+6% +$35.1K 0.54% 46
2021
Q1 		$530K Buy
6,825
+1,804
+36% +$138K 0.47% 50
2020
Q4 		$344K Buy
+5,021
New +$288K 0.31% 62

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lokken Investment Group's MS Position: Q3 2025 in Review

Lokken Investment Group increased its Morgan Stanley (MS) stake by 0.86% in Q3 2025, buying an estimated $3.25K and bringing the position to 2,590 shares worth $412K. The position accounts for 0.14% of the portfolio, ranked #99.

Lokken Investment Group first reported a position in MS in Q4 2020 and has held it in 20 quarters since. The position peaked at $789K in Q2 2023. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Lokken Investment Group held 2,590 shares of Morgan Stanley worth $412K as of Q3 2025.
  • Lokken Investment Group bought 22 Morgan Stanley shares in Q3 2025, an estimated $3.25K.
  • Morgan Stanley made up 0.14% of Lokken Investment Group's portfolio in Q3 2025, its #99 holding.
  • Lokken Investment Group first reported a position in Morgan Stanley in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Morgan Stanley position peaked at $789K in Q2 2023.
  • 2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.