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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
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% -$9.15K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

LVW Advisors's MS Position: Q2 2026 in Review

LVW Advisors increased its Morgan Stanley (MS) stake by 12% in Q2 2026, buying an estimated $179K and bringing the position to 8,532 shares worth $1.78M. The position accounts for 0.15% of the portfolio, ranked #81.

LVW Advisors first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • LVW Advisors held 8,532 shares of Morgan Stanley worth $1.78M as of Q2 2026.
  • LVW Advisors bought 903 Morgan Stanley shares in Q2 2026, an estimated $179K.
  • Morgan Stanley made up 0.15% of LVW Advisors's portfolio in Q2 2026, its #81 holding.
  • LVW Advisors first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.