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Garrison Point Advisors’s Morgan Stanley MS Stock Holding History

Garrison Point 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 		$217K Buy
+1,038
New +$206K 0.09% 169
2019
Q2 		– Sell
-5,778
Closed -$244K – 133
2019
Q1 		$244K Hold
5,778
– – 0.25% 110
2018
Q4 		$229K Buy
+5,778
New +$252K 0.28% 104

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

Garrison Point Advisors's MS Position: Q2 2026 in Review

Garrison Point Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,038 shares worth $217K. The stake represents 0.09% of the portfolio and ranks #169 among its holdings. This is a return to the name: Garrison Point Advisors previously reported a position in MS as recently as Q1 2019.

Garrison Point Advisors first reported a position in MS in Q4 2018 and has held it in 3 quarters since. The position peaked at $244K in Q1 2019. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Garrison Point Advisors held 1,038 shares of Morgan Stanley worth $217K as of Q2 2026.
  • Morgan Stanley was a new Garrison Point Advisors position in Q2 2026.
  • Morgan Stanley made up 0.09% of Garrison Point Advisors's portfolio in Q2 2026, its #169 holding.
  • Garrison Point Advisors first reported a position in Morgan Stanley in Q4 2018 and has held it in 3 quarters since.
  • Garrison Point Advisors's Morgan Stanley position peaked at $244K in Q1 2019.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.