Luts & Greenleigh Group’s Morgan Stanley MS Stock Holding History

Luts & Greenleigh Group’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 Q3	$418K	Hold	2,223	–	–	0.3%	58
2026 Q2	$465K	Sell	2,223 -13	-0.6%	-$2.57K	0.35%	54
2026 Q1	$368K	Sell	2,236 -9	-0.4%	-$1.56K	0.29%	56
2025 Q4	$398K	Hold	2,245	–	–	0.34%	53
2025 Q3	$357K	Buy	2,245 +44	+2%	+$6.5K	0.32%	56
2025 Q2	$310K	Sell	2,201 -14	-0.6%	-$1.72K	0.3%	60
2025 Q1	$258K	Buy	2,215 +26	+1%	+$3.35K	0.26%	67
2024 Q4	$275K	Buy	2,189 +30	+1%	+$3.7K	0.27%	66
2024 Q3	$225K	Buy	2,159 +21	+1%	+$2.12K	0.22%	75
2024 Q2	$208K	Buy	+2,138	New	+$204K	0.22%	74

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Luts & Greenleigh Group's MS Position: Q3 2026 in Review

Luts & Greenleigh Group held its Morgan Stanley (MS) position steady in Q3 2026 at 2,223 shares worth $418K. The position accounts for 0.3% of the portfolio, ranked #58.

Luts & Greenleigh Group first reported a position in MS in Q2 2024 and has held it in 10 quarters since. The position peaked at $465K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Luts & Greenleigh Group held 2,223 shares of Morgan Stanley worth $418K as of Q3 2026.
Luts & Greenleigh Group left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.3% of Luts & Greenleigh Group's portfolio in Q3 2026, its #58 holding.
Luts & Greenleigh Group first reported a position in Morgan Stanley in Q2 2024 and has held it in 10 quarters since.
Luts & Greenleigh Group's Morgan Stanley position peaked at $465K in Q2 2026.
1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Luts & Greenleigh Group's 13F filing for Q3 2026, filed 5 Nov 2026.