LSV Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.08M | Buy |
24,303
+1
| +0% | +$198 | 0.01% | 509 |
|
|
2026
Q1 | $4M | Buy |
24,302
+75
| +0.3% | +$13K | 0.01% | 502 |
|
|
2025
Q4 | $4.3M | Hold |
24,227
| – | – | 0.01% | 495 |
|
|
2025
Q3 | $3.85M | Buy |
24,227
+12,147
| +101% | +$1.79M | 0.01% | 502 |
|
|
2025
Q2 | $1.7M | Buy |
12,080
+384
| +3% | +$47.2K | ﹤0.01% | 572 |
|
|
2025
Q1 | $1.36M | Buy |
11,696
+3,048
| +35% | +$393K | ﹤0.01% | 597 |
|
|
2024
Q4 | $1.09M | Buy |
8,648
+48
| +0.6% | +$5.91K | ﹤0.01% | 610 |
|
|
2024
Q3 | $896K | Hold |
8,600
| – | – | ﹤0.01% | 647 |
|
|
2024
Q2 | $836K | Sell |
8,600
-35,300
| -80% | -$3.36M | ﹤0.01% | 691 |
|
|
2024
Q1 | $4.13M | Sell |
43,900
-1,324,553
| -97% | -$117M | 0.01% | 541 |
|
|
2023
Q4 | $128M | Sell |
1,368,453
-57,046
| -4% | -$4.56M | 0.28% | 115 |
|
|
2023
Q3 | $116M | Sell |
1,425,499
-1,139,528
| -44% | -$98.9M | 0.27% | 118 |
|
|
2023
Q2 | $219M | Sell |
2,565,027
-354,156
| -12% | -$30.3M | 0.48% | 62 |
|
|
2023
Q1 | $256M | Sell |
2,919,183
-1,044,635
| -26% | -$97.5M | 0.57% | 47 |
|
|
2022
Q4 | $337M | Sell |
3,963,818
-321,458
| -8% | -$27.4M | 0.74% | 26 |
|
|
2022
Q3 | $339M | Sell |
4,285,276
-61,040
| -1% | -$5.14M | 0.8% | 23 |
|
|
2022
Q2 | $331M | Sell |
4,346,316
-266,479
| -6% | -$21.8M | 0.71% | 29 |
|
|
2022
Q1 | $403M | Sell |
4,612,795
-71,768
| -2% | -$6.92M | 0.74% | 26 |
|
|
2021
Q4 | $460M | Sell |
4,684,563
-218,770
| -4% | -$21.8M | 0.81% | 21 |
|
|
2021
Q3 | $477M | Sell |
4,903,333
-256,867
| -5% | -$25.5M | 0.86% | 18 |
|
|
2021
Q2 | $473M | Sell |
5,160,200
-271,530
| -5% | -$23.3M | 0.8% | 23 |
|
|
2021
Q1 | $422M | Sell |
5,431,730
-394,882
| -7% | -$30.3M | 0.72% | 29 |
|
|
2020
Q4 | $399M | Sell |
5,826,612
-292,719
| -5% | -$16.8M | 0.73% | 28 |
|
|
2020
Q3 | $296M | Sell |
6,119,331
-20,160
| -0.3% | -$1.02M | 0.61% | 37 |
|
|
2020
Q2 | $297M | Sell |
6,139,491
-278,653
| -4% | -$11.7M | 0.61% | 36 |
|
|
2020
Q1 | $218M | Sell |
6,418,144
-238,095
| -4% | -$11.2M | 0.53% | 42 |
|
|
2019
Q4 | $340M | Buy |
6,656,239
+571,854
| +9% | +$27.1M | 0.53% | 47 |
|
|
2019
Q3 | $260M | Buy |
6,084,385
+73,269
| +1% | +$3.13M | 0.43% | 68 |
|
|
2019
Q2 | $263M | Sell |
6,011,116
-420,662
| -7% | -$18.8M | 0.42% | 68 |
|
|
2019
Q1 | $271M | Sell |
6,431,778
-79,200
| -1% | -$3.33M | 0.43% | 64 |
|
|
2018
Q4 | $258M | Sell |
6,510,978
-42,275
| -0.6% | -$1.84M | 0.46% | 57 |
|
|
2018
Q3 | $305M | Buy |
6,553,253
+164,416
| +3% | +$8.03M | 0.46% | 60 |
|
|
2018
Q2 | $303M | Buy |
6,388,837
+143,698
| +2% | +$7.51M | 0.47% | 59 |
|
|
2018
Q1 | $337M | Buy |
6,245,139
+127,262
| +2% | +$7.04M | 0.54% | 54 |
|
|
2017
Q4 | $321M | Buy |
6,117,877
+174,300
| +3% | +$8.81M | 0.51% | 57 |
|
|
2017
Q3 | $286M | Buy |
5,943,577
+197,977
| +3% | +$9.18M | 0.47% | 59 |
|
|
2017
Q2 | $256M | Sell |
5,745,600
-10,200
| -0.2% | -$440K | 0.46% | 62 |
|
|
2017
Q1 | $247M | Sell |
5,755,800
-238,300
| -4% | -$10.6M | 0.45% | 71 |
|
|
2016
Q4 | $253M | Buy |
5,994,100
+865,100
| +17% | +$32.7M | 0.47% | 63 |
|
|
2016
Q3 | $164M | Buy |
5,129,000
+1,485,480
| +41% | +$44.3M | 0.32% | 97 |
|
|
2016
Q2 | $94.7M | Sell |
3,643,520
-110,400
| -3% | -$2.89M | 0.19% | 139 |
|
|
2016
Q1 | $93.9M | Buy |
3,753,920
+8,200
| +0.2% | +$209K | 0.2% | 136 |
|
|
2015
Q4 | $119M | Sell |
3,745,720
-28,300
| -0.7% | -$940K | 0.26% | 113 |
|
|
2015
Q3 | $119M | Buy |
3,774,020
+45,400
| +1% | +$1.65M | 0.27% | 116 |
|
|
2015
Q2 | $145M | Buy |
3,728,620
+348,314
| +10% | +$13.3M | 0.3% | 111 |
|
|
2015
Q1 | $121M | Sell |
3,380,306
-91,614
| -3% | -$3.29M | 0.25% | 122 |
|
|
2014
Q4 | $135M | Buy |
3,471,920
+37,900
| +1% | +$1.35M | 0.28% | 109 |
|
|
2014
Q3 | $119M | Buy |
3,434,020
+333,000
| +11% | +$11.1M | 0.26% | 112 |
|
|
2014
Q2 | $100M | Buy |
3,101,020
+410,000
| +15% | +$12.6M | 0.22% | 119 |
|
|
2014
Q1 | $83.9M | Sell |
2,691,020
-54,000
| -2% | -$1.67M | 0.2% | 123 |
|
|
2013
Q4 | $86.1M | Sell |
2,745,020
-77,400
| -3% | -$2.3M | 0.2% | 123 |
|
|
2013
Q3 | $76.1M | Sell |
2,822,420
-14,000
| -0.5% | -$376K | 0.19% | 123 |
|
|
2013
Q2 | $69.3M | Buy |
+2,836,420
| New | +$67.3M | 0.19% | 131 |
|
Other funds holding MS
LSV Asset Management's MS Position: Q2 2026 in Review
LSV Asset Management increased its Morgan Stanley (MS) stake by 0% in Q2 2026, buying an estimated $198 and bringing the position to 24,303 shares worth $5.08M. The position accounts for 0.01% of the portfolio, ranked #509.
LSV Asset Management first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $477M in Q3 2021. 1,854 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- LSV Asset Management held 24,303 shares of Morgan Stanley worth $5.08M as of Q2 2026.
- LSV Asset Management bought 1 Morgan Stanley share in Q2 2026, an estimated $198.
- Morgan Stanley made up 0.01% of LSV Asset Management's portfolio in Q2 2026, its #509 holding.
- LSV Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
- LSV Asset Management's Morgan Stanley position peaked at $477M in Q3 2021.
- 1,854 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.