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
Q2 		$418K Hold
2,000
– – ﹤0.01% 5180
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 $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

LPL Financial's MS Position: Q2 2026 in Review

LPL Financial increased its Morgan Stanley (MS) stake by 4% in Q2 2026, buying an estimated $15.9M and bringing the position to 2,073,037 shares worth $433M. The position accounts for 0.1% of the portfolio, ranked #213.

LPL Financial first reported a position in MS in Q2 2013 and has held it in 52 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • LPL Financial held 2,073,037 shares of Morgan Stanley worth $433M as of Q2 2026.
  • LPL Financial bought 80,196 Morgan Stanley shares in Q2 2026, an estimated $15.9M.
  • Morgan Stanley made up 0.1% of LPL Financial's portfolio in Q2 2026, its #213 holding.
  • LPL Financial first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.