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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
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 $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Granite Group Advisors's MS Position: Q2 2026 in Review

Granite Group Advisors reduced its Morgan Stanley (MS) stake by 12% in Q2 2026, selling an estimated $381K and leaving 14,335 shares worth $3M. The position accounts for 1.78% of the portfolio, ranked #15.

Granite Group Advisors first reported a position in MS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.13M in Q4 2025. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Granite Group Advisors held 14,335 shares of Morgan Stanley worth $3M as of Q2 2026.
  • Granite Group Advisors sold 1,926 Morgan Stanley shares in Q2 2026, an estimated $381K.
  • Morgan Stanley made up 1.78% of Granite Group Advisors's portfolio in Q2 2026, its #15 holding.
  • Granite Group Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • Granite Group Advisors's Morgan Stanley position peaked at $3.13M in Q4 2025.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Granite Group Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.