Grant Private Wealth Management’s Morgan Stanley MS Stock Holding History

Grant Private Wealth 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	$651K	Buy	3,114 +591	+23%	+$117K	0.27%	73
2026 Q1	$415K	Buy	2,523 +835	+49%	+$145K	0.22%	93
2025 Q4	$300K	Sell	1,688 -204	-11%	-$34K	0.18%	102
2025 Q3	$301K	Buy	+1,892	New	+$279K	0.19%	102

Other funds holding MS

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Grant Private Wealth Management's MS Position: Q2 2026 in Review

Grant Private Wealth Management increased its Morgan Stanley (MS) stake by 23% in Q2 2026, buying an estimated $117K and bringing the position to 3,114 shares worth $651K. The position accounts for 0.27% of the portfolio, ranked #73.

Grant Private Wealth Management first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 1,364 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Grant Private Wealth Management held 3,114 shares of Morgan Stanley worth $651K as of Q2 2026.
Grant Private Wealth Management bought 591 Morgan Stanley shares in Q2 2026, an estimated $117K.
Morgan Stanley made up 0.27% of Grant Private Wealth Management's portfolio in Q2 2026, its #73 holding.
Grant Private Wealth Management first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
1,364 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.