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Grandfield & Dodd’s Morgan Stanley MS Stock Holding History

Grandfield & Dodd’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 		$534K Hold
3,246
– – 0.03% 145
2025
Q4 		$576K Hold
3,246
– – 0.03% 133
2025
Q3 		$516K Buy
3,246
+202
+7% +$29.8K 0.03% 137
2025
Q2 		$429K Buy
3,044
+5
+0.2% +$614 0.03% 150
2025
Q1 		$355K Buy
3,039
+4
+0.1% +$515 0.02% 157
2024
Q4 		$382K Buy
3,035
+5
+0.2% +$616 0.02% 158
2024
Q3 		$316K Sell
3,030
-440
-13% -$44.3K 0.02% 169
2024
Q2 		$337K Buy
3,470
+635
+22% +$60.4K 0.02% 161
2024
Q1 		$267K Sell
2,835
-550
-16% -$48.4K 0.02% 180
2023
Q4 		$316K Sell
3,385
-743
-18% -$59.4K 0.02% 162
2023
Q3 		$337K Hold
4,128
– – 0.02% 152
2023
Q2 		$353K Hold
4,128
– – 0.02% 151
2023
Q1 		$362K Hold
4,128
– – 0.03% 154
2022
Q4 		$351K Sell
4,128
-40
-1% -$3.41K 0.03% 152
2022
Q3 		$330K Sell
4,168
-300
-7% -$25.3K 0.03% 147
2022
Q2 		$340K Sell
4,468
-200
-4% -$16.4K 0.03% 150
2022
Q1 		$410K Buy
4,668
+719
+18% +$69.4K 0.03% 148
2021
Q4 		$390K Buy
3,949
+40
+1% +$3.98K 0.03% 155
2021
Q3 		$380K Buy
3,909
+125
+3% +$12.4K 0.03% 155
2021
Q2 		$350K Sell
3,784
-100
-3% -$8.57K 0.02% 156
2021
Q1 		$300K Buy
+3,884
New +$298K 0.02% 157
2014
Q3 		– Sell
-7,660
Closed -$248K – 176
2014
Q2 		$248K Hold
7,660
– – 0.04% 161
2014
Q1 		$239K Hold
7,660
– – 0.04% 159
2013
Q4 		$240K Hold
7,660
– – 0.04% 156
2013
Q3 		$206K Buy
+7,660
New +$206K 0.04% 161

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Grandfield & Dodd's MS Position: Q1 2026 in Review

Grandfield & Dodd held its Morgan Stanley (MS) position steady in Q1 2026 at 3,246 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #145.

Grandfield & Dodd first reported a position in MS in Q3 2013 and has held it in 25 quarters since. The position peaked at $576K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Grandfield & Dodd held 3,246 shares of Morgan Stanley worth $534K as of Q1 2026.
  • Grandfield & Dodd left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.03% of Grandfield & Dodd's portfolio in Q1 2026, its #145 holding.
  • Grandfield & Dodd first reported a position in Morgan Stanley in Q3 2013 and has held it in 25 quarters since.
  • Grandfield & Dodd's Morgan Stanley position peaked at $576K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.