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Freestone Grove Partners’s Morgan Stanley MS Stock Holding History

Freestone Grove Partners’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
Q1 		– Sell
-410,395
Closed -$72.9M – 1114
2025
Q4 		$72.9M Buy
+410,395
New +$68.5M 0.53% 34
2025
Q3 		– Sell
-215,430
Closed -$30.3M – 831
2025
Q2 		$30.3M Buy
+215,430
New +$26.5M 0.23% 157

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BlackRock
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Freestone Grove Partners's MS Position: Q1 2026 in Review

Freestone Grove Partners sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 410,395 shares — an estimated $72.9M sold.

Freestone Grove Partners first reported a position in MS in Q2 2025 and held it in 2 quarters. The position peaked at $72.9M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Freestone Grove Partners reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 410,395 Morgan Stanley shares in Q1 2026, an estimated $72.9M.
  • Freestone Grove Partners first reported a position in Morgan Stanley in Q2 2025 and held it in 2 quarters.
  • Freestone Grove Partners's Morgan Stanley position peaked at $72.9M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.