Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Morgan Stanley MS Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$3.53M Sell
16,891
-2,499
-13% -$495K 0.01% 372
2026
Q1 		$3.19M Sell
19,390
-9,680
-33% -$1.68M 0.01% 384
2025
Q4 		$5.16M Sell
29,070
-61,952
-68% -$10.3M 0.01% 305
2025
Q3 		$14.5M Sell
91,022
-30,664
-25% -$4.53M 0.04% 206
2025
Q2 		$17.1M Buy
121,686
+24,576
+25% +$3.02M 0.05% 193
2025
Q1 		$11.3M Sell
97,110
-23,795
-20% -$3.07M 0.04% 226
2024
Q4 		$15.2M Buy
120,905
+15,142
+14% +$1.86M 0.05% 218
2024
Q3 		$11M Buy
105,763
+20,896
+25% +$2.1M 0.03% 263
2024
Q2 		$8.25M Buy
+84,867
New +$8.08M 0.03% 280
2024
Q1 		– Sell
-3,646
Closed -$340K – 538
2023
Q4 		$340K Sell
3,646
-36,177
-91% -$2.89M ﹤0.01% 435
2023
Q3 		$3.25M Buy
+39,823
New +$3.46M 0.02% 353
2022
Q4 		– Sell
-13,000
Closed -$1.03M – 755
2022
Q3 		$1.03M Buy
13,000
+2,500
+24% +$211K 0.01% 495
2022
Q2 		$799K Buy
+10,500
New +$860K ﹤0.01% 548
2021
Q1 		– Sell
-206,100
Closed -$14.1M – 904
2020
Q4 		$14.1M Buy
+206,100
New +$11.8M 0.09% 159
2015
Q4 		– Sell
-109,800
Closed -$3.46M – 590
2015
Q3 		$3.46M Sell
109,800
-239,400
-69% -$8.71M 0.01% 277
2015
Q2 		$13.5M Sell
349,200
-74,100
-18% -$2.82M 0.04% 165
2015
Q1 		$15.1M Buy
423,300
+21,755
+5% +$781K 0.05% 154
2014
Q4 		$15.6M Sell
401,545
-200,855
-33% -$7.15M 0.04% 159
2014
Q3 		$20.8M Buy
602,400
+143,500
+31% +$4.78M 0.06% 147
2014
Q2 		$14.8M Sell
458,900
-240,045
-34% -$7.4M 0.04% 172
2014
Q1 		$21.8M Sell
698,945
-330,432
-32% -$10.2M 0.06% 145
2013
Q4 		$32.3M Sell
1,029,377
-233,232
-18% -$6.93M 0.08% 113
2013
Q3 		$34M Buy
1,262,609
+160,324
+15% +$4.3M 0.09% 98
2013
Q2 		$26.9M Buy
+1,102,285
New +$26.1M 0.07% 110

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s MS Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its Morgan Stanley (MS) stake by 13% in Q2 2026, selling an estimated $495K and leaving 16,891 shares worth $3.53M. The position accounts for 0.01% of the portfolio, ranked #372.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in MS in Q2 2013 and has held it in 24 quarters since. The position peaked at $34M in Q3 2013. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 16,891 shares of Morgan Stanley worth $3.53M as of Q2 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 2,499 Morgan Stanley shares in Q2 2026, an estimated $495K.
  • Morgan Stanley made up 0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #372 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Morgan Stanley in Q2 2013 and has held it in 24 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Morgan Stanley position peaked at $34M in Q3 2013.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.