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LS Investment Advisors’s Morgan Stanley MS Stock Holding History

LS Investment Advisors’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 		$1.4M Buy
6,700
+185
+3% +$36.6K 0.19% 69
2026
Q1 		$1.07M Sell
6,515
-7,245
-53% -$1.25M 0.16% 78
2025
Q4 		$2.44M Sell
13,760
-405
-3% -$67.6K 0.34% 48
2025
Q3 		$2.25M Sell
14,165
-735
-5% -$109K 0.32% 50
2025
Q2 		$2.1M Buy
14,900
+465
+3% +$57.1K 0.31% 52
2025
Q1 		$1.68M Buy
14,435
+965
+7% +$124K 0.26% 59
2024
Q4 		$1.69M Sell
13,470
-55
-0.4% -$6.77K 0.25% 60
2024
Q3 		$1.41M Buy
13,525
+7,875
+139% +$793K 0.21% 69
2024
Q2 		$549K Hold
5,650
– – 0.09% 104
2024
Q1 		$532K Buy
5,650
+100
+2% +$8.81K 0.08% 105
2023
Q4 		$518K Hold
5,550
– – 0.09% 102
2023
Q3 		$453K Hold
5,550
– – 0.09% 97
2023
Q2 		$474K Hold
5,550
– – 0.08% 99
2023
Q1 		$487K Hold
5,550
– – 0.09% 98
2022
Q4 		$472K Hold
5,550
– – 0.09% 98
2022
Q3 		$439K Hold
5,550
– – 0.09% 89
2022
Q2 		$422K Hold
5,550
– – 0.08% 98
2022
Q1 		$485K Hold
5,550
– – 0.08% 97
2021
Q4 		$545K Hold
5,550
– – 0.08% 96
2021
Q3 		$540K Hold
5,550
– – 0.07% 102
2021
Q2 		$509K Sell
5,550
-35,675
-87% -$3.06M 0.06% 105
2021
Q1 		$3.2M Sell
41,225
-1,007
-2% -$77.2K 0.18% 131
2020
Q4 		$2.89M Sell
42,232
-1,756
-4% -$101K 0.15% 143
2020
Q3 		$2.13M Buy
43,988
+793
+2% +$39.9K 0.12% 157
2020
Q2 		$2.09M Buy
43,195
+4,406
+11% +$185K 0.13% 152
2020
Q1 		$1.32M Sell
38,789
-10,058
-21% -$474K 0.1% 190
2019
Q4 		$2.5M Sell
48,847
-706
-1% -$33.4K 0.13% 161
2019
Q3 		$2.11M Sell
49,553
-745
-1% -$31.8K 0.12% 167
2019
Q2 		$2.2M Sell
50,298
-154
-0.3% -$6.87K 0.13% 157
2019
Q1 		$2.13M Sell
50,452
-976
-2% -$41.1K 0.13% 159
2018
Q4 		$2.04M Sell
51,428
-797
-2% -$34.8K 0.14% 150
2018
Q3 		$2.43M Buy
52,225
+342
+0.7% +$16.7K 0.14% 144
2018
Q2 		$2.46M Sell
51,883
-953
-2% -$49.8K 0.15% 144
2018
Q1 		$2.85M Sell
52,836
-663
-1% -$36.7K 0.17% 125
2017
Q4 		$2.81M Sell
53,499
-424
-0.8% -$21.4K 0.16% 127
2017
Q3 		$2.6M Sell
53,923
-737
-1% -$34.2K 0.15% 131
2017
Q2 		$2.44M Buy
54,660
+1,717
+3% +$74K 0.15% 139
2017
Q1 		$2.27M Buy
52,943
+4,769
+10% +$212K 0.15% 143
2016
Q4 		$2.04M Buy
48,174
+5,664
+13% +$214K 0.14% 150
2016
Q3 		$1.36M Sell
42,510
-2,712
-6% -$80.9K 0.1% 203
2016
Q2 		$1.18M Buy
45,222
+1,770
+4% +$46.3K 0.08% 217
2016
Q1 		$1.09M Buy
43,452
+1,665
+4% +$42.5K 0.08% 223
2015
Q4 		$1.33M Sell
41,787
-7,569
-15% -$252K 0.1% 198
2015
Q3 		$1.55M Buy
49,356
+2,410
+5% +$87.7K 0.13% 176
2015
Q2 		$1.82M Buy
46,946
+3,292
+8% +$125K 0.14% 149
2015
Q1 		$1.56M Buy
43,654
+12,116
+38% +$435K 0.12% 190
2014
Q4 		$1.22M Buy
31,538
+474
+2% +$16.9K 0.1% 196
2014
Q3 		$1.07M Buy
31,064
+3,048
+11% +$102K 0.09% 195
2014
Q2 		$906K Sell
28,016
-425
-1% -$13.1K 0.08% 207
2014
Q1 		$887K Buy
28,441
+11,462
+68% +$354K 0.07% 212
2013
Q4 		$532K Buy
16,979
+8,937
+111% +$266K 0.05% 223
2013
Q3 		$217K Buy
8,042
+1,118
+16% +$30K 0.03% 232
2013
Q2 		$169K Buy
+6,924
New +$164K 0.02% 235

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

LS Investment Advisors's MS Position: Q2 2026 in Review

LS Investment Advisors increased its Morgan Stanley (MS) stake by 2.8% in Q2 2026, buying an estimated $36.6K and bringing the position to 6,700 shares worth $1.4M. The position accounts for 0.19% of the portfolio, ranked #69.

LS Investment Advisors first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.2M in Q1 2021. 639 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • LS Investment Advisors held 6,700 shares of Morgan Stanley worth $1.4M as of Q2 2026.
  • LS Investment Advisors bought 185 Morgan Stanley shares in Q2 2026, an estimated $36.6K.
  • Morgan Stanley made up 0.19% of LS Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • LS Investment Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • LS Investment Advisors's Morgan Stanley position peaked at $3.2M in Q1 2021.
  • 639 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.