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LRI Investments’s Morgan Stanley MS Stock Holding History

LRI Investments’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 		$260K Buy
1,246
+380
+44% +$75.3K 0.02% 280
2026
Q1 		$143K Buy
866
+11
+1% +$1.9K 0.01% 344
2025
Q4 		$152K Buy
855
+208
+32% +$34.7K 0.01% 345
2025
Q3 		$103K Buy
647
+190
+42% +$28.1K 0.01% 407
2025
Q2 		$64.4K Buy
457
+364
+391% +$44.7K 0.01% 512
2025
Q1 		$10.9K Hold
93
– – ﹤0.01% 785
2024
Q4 		$11.7K Hold
93
– – ﹤0.01% 760
2024
Q3 		$12.3K Sell
93
-105
-53% -$10.6K ﹤0.01% 747
2024
Q2 		$19.2K Buy
198
+105
+113% +$9.99K ﹤0.01% 613
2024
Q1 		$8.76K Buy
+93
New +$8.19K ﹤0.01% 535

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's MS Position: Q2 2026 in Review

LRI Investments increased its Morgan Stanley (MS) stake by 44% in Q2 2026, buying an estimated $75.3K and bringing the position to 1,246 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #280.

LRI Investments first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 897 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • LRI Investments held 1,246 shares of Morgan Stanley worth $260K as of Q2 2026.
  • LRI Investments bought 380 Morgan Stanley shares in Q2 2026, an estimated $75.3K.
  • Morgan Stanley made up 0.02% of LRI Investments's portfolio in Q2 2026, its #280 holding.
  • LRI Investments first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 897 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.