Granite Group Advisors
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Granite Group Advisors’s Morgan Stanley MS Stock Holding History

Granite Group 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
Q3 		$2.25M Sell
11,954
-2,381
-17% -$506K 1.42% 17
2026
Q2 		$3M Sell
14,335
-1,926
-12% -$381K 1.78% 15
2026
Q1 		$2.74M Sell
16,261
-1,395
-8% -$242K 1.66% 17
2025
Q4 		$3.13M Sell
17,656
-525
-3% -$87.6K 1.78% 7
2025
Q3 		$2.89M Buy
18,181
+1
+0% +$148 1.75% 8
2025
Q2 		$2.56M Buy
18,180
+1,975
+12% +$243K 1.54% 11
2025
Q1 		$1.89M Sell
16,205
-2,423
-13% -$312K 1.31% 20
2024
Q4 		$2.34M Sell
18,628
-2,546
-12% -$314K 1.49% 14
2024
Q3 		$2.21M Sell
21,174
-440
-2% -$44.3K 1.42% 18
2024
Q2 		$2.1M Sell
21,614
-197
-0.9% -$18.8K 1.59% 16
2024
Q1 		$2.05M Sell
21,811
-151
-0.7% -$13.3K 1.38% 17
2023
Q4 		$1.91M Buy
+21,962
New +$1.76M 1.35% 18

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Granite Group Advisors's MS Position: Q3 2026 in Review

Granite Group Advisors reduced its Morgan Stanley (MS) stake by 17% in Q3 2026, selling an estimated $506K and leaving 11,954 shares worth $2.25M. The position accounts for 1.42% of the portfolio, ranked #17.

Granite Group Advisors first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.13M in Q4 2025. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Granite Group Advisors held 11,954 shares of Morgan Stanley worth $2.25M as of Q3 2026.
  • Granite Group Advisors sold 2,381 Morgan Stanley shares in Q3 2026, an estimated $506K.
  • Morgan Stanley made up 1.42% of Granite Group Advisors's portfolio in Q3 2026, its #17 holding.
  • Granite Group Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
  • Granite Group Advisors's Morgan Stanley position peaked at $3.13M in Q4 2025.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Granite Group Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.