LPL Financial
MS icon

LPL Financial’s Morgan Stanley MS Stock Holding History

LPL Financial’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 		$329K Sell
2,000
-1,000
-33% -$173K ﹤0.01% 5124
2025
Q4 		$533K Hold
3,000
– – ﹤0.01% 4646
2025
Q3 		$477K Sell
3,000
-200
-6% -$29.5K ﹤0.01% 4669
2025
Q2 		$451K Buy
3,200
+400
+14% +$49.1K ﹤0.01% 4459
2025
Q1 		$327K Buy
+2,800
New +$361K ﹤0.01% 4516

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

LPL Financial's MS Position: Q1 2026 in Review

LPL Financial increased its Morgan Stanley (MS) stake by 3.3% in Q1 2026, buying an estimated $11M and bringing the position to 1,992,841 shares worth $328M. The position accounts for 0.09% of the portfolio, ranked #228.

LPL Financial first reported a position in MS in Q2 2013 and has held it in 51 quarters since. The position peaked at $343M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • LPL Financial held 1,992,841 shares of Morgan Stanley worth $328M as of Q1 2026.
  • LPL Financial bought 63,366 Morgan Stanley shares in Q1 2026, an estimated $11M.
  • Morgan Stanley made up 0.09% of LPL Financial's portfolio in Q1 2026, its #228 holding.
  • LPL Financial first reported a position in Morgan Stanley in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's Morgan Stanley position peaked at $343M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.