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 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%	+$3.69K	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 Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Luts & Greenleigh Group's MS Position: Q2 2026 in Review

Luts & Greenleigh Group reduced its Morgan Stanley (MS) stake by 0.58% in Q2 2026, selling an estimated $2.57K and leaving 2,223 shares worth $465K. The position accounts for 0.35% of the portfolio, ranked #54.

Luts & Greenleigh Group first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Luts & Greenleigh Group held 2,223 shares of Morgan Stanley worth $465K as of Q2 2026.
Luts & Greenleigh Group sold 13 Morgan Stanley shares in Q2 2026, an estimated $2.57K.
Morgan Stanley made up 0.35% of Luts & Greenleigh Group's portfolio in Q2 2026, its #54 holding.
Luts & Greenleigh Group first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.