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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
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% +$3.69K 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
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Luts & Greenleigh Group's MS Position: Q1 2026 in Review

Luts & Greenleigh Group reduced its Morgan Stanley (MS) stake by 0.4% in Q1 2026, selling an estimated $1.56K and leaving 2,236 shares worth $368K. The position accounts for 0.29% of the portfolio, ranked #56.

Luts & Greenleigh Group first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $398K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Luts & Greenleigh Group held 2,236 shares of Morgan Stanley worth $368K as of Q1 2026.
  • Luts & Greenleigh Group sold 9 Morgan Stanley shares in Q1 2026, an estimated $1.56K.
  • Morgan Stanley made up 0.29% of Luts & Greenleigh Group's portfolio in Q1 2026, its #56 holding.
  • Luts & Greenleigh Group first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
  • Luts & Greenleigh Group's Morgan Stanley position peaked at $398K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.