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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
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

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

Lorne Steinberg Wealth Management's MS Position: Q1 2026 in Review

Lorne Steinberg Wealth Management reduced its Morgan Stanley (MS) stake by 0.37% in Q1 2026, selling an estimated $32.4K and leaving 51,021 shares worth $8.4M. The position accounts for 1.99% of the portfolio, ranked #25.

Lorne Steinberg Wealth Management first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.09M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Lorne Steinberg Wealth Management held 51,021 shares of Morgan Stanley worth $8.4M as of Q1 2026.
  • Lorne Steinberg Wealth Management sold 187 Morgan Stanley shares in Q1 2026, an estimated $32.4K.
  • Morgan Stanley made up 1.99% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Lorne Steinberg Wealth Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • Lorne Steinberg Wealth Management's Morgan Stanley position peaked at $9.09M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.