Grandview Asset Management’s Morgan Stanley MS Stock Holding History

Grandview Asset Management’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	$1.48M	Buy	6,959 +542	+8%	+$107K	0.37%	52
2026 Q1	$1.06M	Buy	6,417 +582	+10%	+$101K	0.31%	56
2025 Q4	$1.04M	Buy	5,835 +1,657	+40%	+$276K	0.28%	59
2025 Q3	$664K	Buy	4,178 +2,670	+177%	+$394K	0.19%	75
2025 Q2	$212K	Buy	+1,508	New	+$185K	0.07%	129
2022 Q2	–	Sell	-2,454	Closed	-$215K	–	133
2022 Q1	$215K	Buy	+2,454	New	+$237K	0.09%	133
2021 Q2	–	Sell	-1,404	Closed	-$109K	–	312
2021 Q1	$109K	Buy	+1,404	New	+$108K	0.06%	151

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grandview Asset Management's MS Position: Q2 2026 in Review

Grandview Asset Management increased its Morgan Stanley (MS) stake by 8.4% in Q2 2026, buying an estimated $107K and bringing the position to 6,959 shares worth $1.48M. The position accounts for 0.37% of the portfolio, ranked #52.

Grandview Asset Management first reported a position in MS in Q1 2021 and has held it in 7 quarters since. 995 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Grandview Asset Management held 6,959 shares of Morgan Stanley worth $1.48M as of Q2 2026.
Grandview Asset Management bought 542 Morgan Stanley shares in Q2 2026, an estimated $107K.
Morgan Stanley made up 0.37% of Grandview Asset Management's portfolio in Q2 2026, its #52 holding.
Grandview Asset Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 7 quarters since.
995 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.