LVW Advisors
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LVW Advisors’s Morgan Stanley MS Stock Holding History

LVW 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
Q3 		$3.05M Buy
16,192
+7,660
+90% +$1.63M 0.26% 58
2026
Q2 		$1.78M Buy
8,532
+903
+12% +$179K 0.15% 81
2026
Q1 		$1.26M Buy
7,629
+1,779
+30% +$308K 0.12% 94
2025
Q4 		$1.04M Sell
5,850
-181
-3% -$30.2K 0.11% 98
2025
Q3 		$959K Sell
6,031
-62
-1% -$9.16K 0.1% 112
2025
Q2 		$858K Sell
6,093
-2,891
-32% -$355K 0.09% 126
2025
Q1 		$1.05M Sell
8,984
-1,976
-18% -$255K 0.13% 101
2024
Q4 		$1.38M Sell
10,960
-1,694
-13% -$209K 0.17% 87
2024
Q3 		$1.32M Sell
12,654
-2,361
-16% -$238K 0.17% 93
2024
Q2 		$1.46M Buy
15,015
+3,515
+31% +$335K 0.21% 73
2024
Q1 		$1.08M Buy
11,500
+1,777
+18% +$156K 0.18% 84
2023
Q4 		$907K Buy
9,723
+2,422
+33% +$194K 0.17% 92
2023
Q3 		$596K Buy
+7,301
New +$634K 0.12% 110

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LVW Advisors's MS Position: Q3 2026 in Review

LVW Advisors increased its Morgan Stanley (MS) stake by 90% in Q3 2026, buying an estimated $1.63M and bringing the position to 16,192 shares worth $3.05M. The position accounts for 0.26% of the portfolio, ranked #58.

LVW Advisors first reported a position in MS in Q3 2023 and has held it in 13 quarters since. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • LVW Advisors held 16,192 shares of Morgan Stanley worth $3.05M as of Q3 2026.
  • LVW Advisors bought 7,660 Morgan Stanley shares in Q3 2026, an estimated $1.63M.
  • Morgan Stanley made up 0.26% of LVW Advisors's portfolio in Q3 2026, its #58 holding.
  • LVW Advisors first reported a position in Morgan Stanley in Q3 2023 and has held it in 13 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.