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Salomon & Ludwin’s Morgan Stanley MS Stock Holding History

Salomon & Ludwin’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 		$129K Sell
611
-2
-0.3% -$396 0.01% 214
2026
Q1 		$102K Sell
613
-46
-7% -$7.96K 0.01% 250
2025
Q4 		$123K Buy
659
+145
+28% +$24.2K 0.01% 209
2025
Q3 		$81K Buy
514
+39
+8% +$5.76K 0.01% 269
2025
Q2 		$67.9K Hold
475
– – 0.01% 232
2025
Q1 		$55.4K Buy
475
+400
+533% +$51.5K 0.01% 238
2024
Q4 		$9.43K Sell
75
-2
-3% -$246 ﹤0.01% 451
2024
Q3 		$8.03K Hold
77
– – ﹤0.01% 482
2024
Q2 		$7.48K Sell
77
-544
-88% -$51.8K ﹤0.01% 481
2024
Q1 		$58.5K Buy
621
+54
+10% +$4.75K 0.01% 332
2023
Q4 		$46.3K Hold
567
– – ﹤0.01% 316
2023
Q3 		$46.3K Buy
+567
New +$49.2K ﹤0.01% 316

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Salomon & Ludwin's MS Position: Q2 2026 in Review

Salomon & Ludwin reduced its Morgan Stanley (MS) stake by 0.33% in Q2 2026, selling an estimated $396 and leaving 611 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #214.

Salomon & Ludwin first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Salomon & Ludwin held 611 shares of Morgan Stanley worth $129K as of Q2 2026.
  • Salomon & Ludwin sold 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #214 holding.
  • Salomon & Ludwin first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.