Morgan Stanley
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Morgan Stanley’s Lifeway Foods LWAY Stock Holding History

Morgan Stanley’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$578K Sell
29,879
-11,639
-28% -$248K ﹤0.01% 5418
2025
Q4 		$1.01M Sell
41,518
-12,189
-23% -$299K ﹤0.01% 5189
2025
Q3 		$1.49M Sell
53,707
-1,136
-2% -$32K ﹤0.01% 4949
2025
Q2 		$1.35M Buy
54,843
+40,829
+291% +$967K ﹤0.01% 4947
2025
Q1 		$343K Sell
14,014
-19,441
-58% -$437K ﹤0.01% 5506
2024
Q4 		$830K Buy
33,455
+19,536
+140% +$488K ﹤0.01% 5179
2024
Q3 		$361K Sell
13,919
-59,265
-81% -$991K ﹤0.01% 5542
2024
Q2 		$935K Sell
73,184
-2,981
-4% -$54.1K ﹤0.01% 5001
2024
Q1 		$1.31M Buy
76,165
+57,843
+316% +$741K ﹤0.01% 4825
2023
Q4 		$246K Buy
18,322
+17,428
+1,949% +$220K ﹤0.01% 5865
2023
Q3 		$9.24K Buy
894
+705
+373% +$6.14K ﹤0.01% 6756
2023
Q2 		$1.24K Sell
189
-1,218
-87% -$7.62K ﹤0.01% 7268
2023
Q1 		$8.5K Hold
1,407
– – ﹤0.01% 6929
2022
Q4 		$7.81K Sell
1,407
-13
-0.9% -$81 ﹤0.01% 7024
2022
Q3 		$8K Sell
1,420
-386
-21% -$2.19K ﹤0.01% 7150
2022
Q2 		$9K Buy
1,806
+367
+26% +$2.04K ﹤0.01% 7245
2022
Q1 		$10K Sell
1,439
-1
-0.1% -$6 ﹤0.01% 7401
2021
Q4 		$7K Buy
1,440
+9
+0.6% +$48 ﹤0.01% 7568
2021
Q3 		$8K Buy
1,431
+180
+14% +$1.05K ﹤0.01% 7396
2021
Q2 		$6K Hold
1,251
– – ﹤0.01% 7345
2021
Q1 		$7K Sell
1,251
-240
-16% -$1.46K ﹤0.01% 7034
2020
Q4 		$8K Hold
1,491
– – ﹤0.01% 6692
2020
Q3 		$7K Buy
1,491
+500
+50% +$2.08K ﹤0.01% 6372
2020
Q2 		$2K Hold
991
– – ﹤0.01% 6453
2020
Q1 		$2K Sell
991
-460
-32% -$1.01K ﹤0.01% 6391
2019
Q4 		$3K Sell
1,451
-4
-0.3% -$8 ﹤0.01% 6463
2019
Q3 		$3K Buy
1,455
+4
+0.3% +$12 ﹤0.01% 6433
2019
Q2 		$5K Sell
1,451
-1,005
-41% -$2.49K ﹤0.01% 6311
2019
Q1 		$6K Buy
2,456
+718
+41% +$1.71K ﹤0.01% 6293
2018
Q4 		$3K Sell
1,738
-1,139
-40% -$3.03K ﹤0.01% 6377
2018
Q3 		$8K Sell
2,877
-16,898
-85% -$61.8K ﹤0.01% 6355
2018
Q2 		$99K Buy
19,775
+4,002
+25% +$22.5K ﹤0.01% 5746
2018
Q1 		$94K Buy
15,773
+5,902
+60% +$42.9K ﹤0.01% 5721
2017
Q4 		$79K Buy
9,871
+3,709
+60% +$35.3K ﹤0.01% 5714
2017
Q3 		$55K Buy
6,162
+1,376
+29% +$12.5K ﹤0.01% 5752
2017
Q2 		$44K Sell
4,786
-1,454
-23% -$14.1K ﹤0.01% 5885
2017
Q1 		$67K Sell
6,240
-7,493
-55% -$82K ﹤0.01% 5744
2016
Q4 		$158K Buy
13,733
+12,777
+1,337% +$180K ﹤0.01% 5428
2016
Q3 		$17K Sell
956
-841
-47% -$10.2K ﹤0.01% 5960
2016
Q2 		$18K Sell
1,797
-10,482
-85% -$99K ﹤0.01% 5883
2016
Q1 		$133K Sell
12,279
-3,971
-24% -$44.9K ﹤0.01% 5184
2015
Q4 		$180K Sell
16,250
-42,811
-72% -$483K ﹤0.01% 5143
2015
Q3 		$619K Buy
59,061
+36,308
+160% +$532K ﹤0.01% 4473
2015
Q2 		$437K Buy
22,753
+15,741
+224% +$310K ﹤0.01% 4811
2015
Q1 		$150K Buy
7,012
+6,858
+4,453% +$131K ﹤0.01% 5340
2014
Q4 		$3K Sell
154
-202
-57% -$3.41K ﹤0.01% 6396
2014
Q3 		$5K Sell
356
-726
-67% -$9.85K ﹤0.01% 6324
2014
Q2 		$16K Sell
1,082
-671
-38% -$9.39K ﹤0.01% 6078
2014
Q1 		$26K Sell
1,753
-16,988
-91% -$242K ﹤0.01% 5895
2013
Q4 		$299K Buy
18,741
+4,520
+32% +$66.7K ﹤0.01% 4814
2013
Q3 		$192K Sell
14,221
-7,758
-35% -$125K ﹤0.01% 4906
2013
Q2 		$382K Buy
+21,979
New +$320K ﹤0.01% 4451

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley's LWAY Position: Q1 2026 in Review

Morgan Stanley reduced its Lifeway Foods (LWAY) stake by 28% in Q1 2026, selling an estimated $248K and leaving 29,879 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #5418.

Morgan Stanley first reported a position in LWAY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.49M in Q3 2025. 80 funds tracked by Wall St. Rank hold LWAY as of Q1 2026.

  • Morgan Stanley held 29,879 shares of Lifeway Foods worth $578K as of Q1 2026.
  • Morgan Stanley sold 11,639 Lifeway Foods shares in Q1 2026, an estimated $248K.
  • Lifeway Foods made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5418 holding.
  • Morgan Stanley first reported a position in Lifeway Foods in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Lifeway Foods position peaked at $1.49M in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.