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 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

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Graves Light Lenhart Wealth's MS Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Morgan Stanley (MS) stake by 0.5% in Q2 2026, selling an estimated $2.77K and leaving 2,790 shares worth $583K. The position accounts for 0.05% of the portfolio, ranked #114.

Graves Light Lenhart Wealth first reported a position in MS in Q4 2020 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Graves Light Lenhart Wealth held 2,790 shares of Morgan Stanley worth $583K as of Q2 2026.
Graves Light Lenhart Wealth sold 14 Morgan Stanley shares in Q2 2026, an estimated $2.77K.
Morgan Stanley made up 0.05% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #114 holding.
Graves Light Lenhart Wealth first reported a position in Morgan Stanley in Q4 2020 and has held it in 14 quarters since.
458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.