Lorne Steinberg Wealth Management
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Lorne Steinberg Wealth Management’s Morgan Stanley MS Stock Holding History

Lorne Steinberg Wealth 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
Q3 		$9.7M Sell
51,576
-80
-0.2% -$17K 2.05% 21
2026
Q2 		$10.8M Buy
51,656
+635
+1% +$126K 2.22% 19
2026
Q1 		$8.4M Sell
51,021
-187
-0.4% -$32.4K 1.99% 25
2025
Q4 		$9.09M Sell
51,208
-29
-0.1% -$4.84K 2.09% 17
2025
Q3 		$8.14M Sell
51,237
-991
-2% -$146K 1.96% 22
2025
Q2 		$7.36M Sell
52,228
-190
-0.4% -$23.3K 1.92% 25
2025
Q1 		$6.12M Sell
52,418
-125
-0.2% -$16.1K 1.78% 26
2024
Q4 		$6.61M Buy
52,543
+210
+0.4% +$25.9K 1.92% 23
2024
Q3 		$5.46M Sell
52,333
-330
-0.6% -$33.2K 1.58% 32
2024
Q2 		$5.12M Sell
52,663
-210
-0.4% -$20K 1.65% 32
2024
Q1 		$4.98M Buy
52,873
+175
+0.3% +$15.4K 1.55% 30
2023
Q4 		$4.91M Sell
52,698
-159
-0.3% -$12.7K 1.65% 31
2023
Q3 		$4.32M Sell
52,857
-440
-0.8% -$38.2K 1.66% 29
2023
Q2 		$4.55M Sell
53,297
-340
-0.6% -$29.1K 1.71% 30
2023
Q1 		$4.71M Sell
53,637
-835
-2% -$77.9K 1.88% 24
2022
Q4 		$4.63M Buy
54,472
+310
+0.6% +$26.4K 1.99% 19
2022
Q3 		$4.28M Sell
54,162
-60
-0.1% -$5.06K 2.08% 20
2022
Q2 		$4.12M Buy
54,222
+955
+2% +$78.2K 1.94% 21
2022
Q1 		$4.66M Sell
53,267
-20,510
-28% -$1.98M 2.15% 21
2021
Q4 		$7.24M Sell
73,777
-1,095
-1% -$109K 3.11% 7
2021
Q3 		$7.29M Sell
74,872
-280
-0.4% -$27.7K 3.53% 4
2021
Q2 		$6.89M Sell
75,152
-960
-1% -$82.3K 3.39% 2
2021
Q1 		$5.91M Sell
76,112
-195
-0.3% -$14.9K 3.13% 6
2020
Q4 		$5.25M Buy
+76,307
New +$4.38M 3.27% 7

Other funds holding MS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Lorne Steinberg Wealth Management's MS Position: Q3 2026 in Review

Lorne Steinberg Wealth Management reduced its Morgan Stanley (MS) stake by 0.15% in Q3 2026, selling an estimated $17K and leaving 51,576 shares worth $9.7M. The position accounts for 2.05% of the portfolio, ranked #21.

Lorne Steinberg Wealth Management first reported a position in MS in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.8M in Q2 2026. 1,384 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Lorne Steinberg Wealth Management held 51,576 shares of Morgan Stanley worth $9.7M as of Q3 2026.
  • Lorne Steinberg Wealth Management sold 80 Morgan Stanley shares in Q3 2026, an estimated $17K.
  • Morgan Stanley made up 2.05% of Lorne Steinberg Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Lorne Steinberg Wealth Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 24 quarters since.
  • Lorne Steinberg Wealth Management's Morgan Stanley position peaked at $10.8M in Q2 2026.
  • 1,384 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.