Graves Light Lenhart Wealth’s Morgan Stanley MS Stock Holding History

Graves Light Lenhart Wealth’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	$525K	Hold	2,790	–	–	0.05%	116
2026 Q2	$583K	Sell	2,790 -14	-0.5%	-$2.77K	0.05%	114
2026 Q1	$461K	Hold	2,804	–	–	0.05%	120
2025 Q4	$498K	Hold	2,804	–	–	0.05%	110
2025 Q3	$446K	Buy	2,804 +930	+50%	+$137K	0.05%	120
2025 Q2	$264K	Hold	1,874	–	–	0.03%	157
2025 Q1	$219K	Buy	1,874 +152	+9%	+$19.6K	0.03%	171
2024 Q4	$216K	Buy	+1,722	New	+$212K	0.03%	171
2022 Q3	–	Sell	-1,658	Closed	-$126K	–	415
2022 Q2	$126K	Hold	1,658	–	–	0.02%	210
2022 Q1	$145K	Sell	1,658 -50	-3%	-$4.82K	0.02%	208
2021 Q4	$168K	Hold	1,708	–	–	0.02%	211
2021 Q3	$166K	Hold	1,708	–	–	0.03%	197
2021 Q2	$157K	Hold	1,708	–	–	0.03%	203
2021 Q1	$133K	Buy	1,708 +182	+12%	+$13.9K	0.02%	226
2020 Q4	$105K	Buy	+1,526	New	+$87.6K	0.02%	255

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Graves Light Lenhart Wealth's MS Position: Q3 2026 in Review

Graves Light Lenhart Wealth held its Morgan Stanley (MS) position steady in Q3 2026 at 2,790 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #116.

Graves Light Lenhart Wealth first reported a position in MS in Q4 2020 and has held it in 15 quarters since. The position peaked at $583K in Q2 2026. 1,856 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Graves Light Lenhart Wealth held 2,790 shares of Morgan Stanley worth $525K as of Q3 2026.
Graves Light Lenhart Wealth left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.05% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #116 holding.
Graves Light Lenhart Wealth first reported a position in Morgan Stanley in Q4 2020 and has held it in 15 quarters since.
Graves Light Lenhart Wealth's Morgan Stanley position peaked at $583K in Q2 2026.
1,856 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.