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Graypoint LLC’s Morgan Stanley MS Stock Holding History

Graypoint LLC’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
2025
Q2 		$1.18M Buy
8,389
+1,260
+18% +$155K 0.07% 189
2025
Q1 		$832K Buy
7,129
+72
+1% +$9.28K 0.05% 228
2024
Q4 		$887K Buy
7,057
+424
+6% +$52.2K 0.05% 212
2024
Q3 		$691K Buy
6,633
+487
+8% +$49K 0.04% 245
2024
Q2 		$597K Buy
6,146
+856
+16% +$81.5K 0.04% 242
2024
Q1 		$498K Sell
5,290
-315
-6% -$27.7K 0.04% 286
2023
Q4 		$523K Sell
5,605
-1,093
-16% -$87.4K 0.04% 252
2023
Q3 		$547K Buy
6,698
+647
+11% +$56.2K 0.05% 220
2023
Q2 		$517K Sell
6,051
-1,440
-19% -$123K 0.05% 208
2023
Q1 		$658K Buy
7,491
+889
+13% +$83K 0.07% 174
2022
Q4 		$561K Buy
6,602
+528
+9% +$45K 0.07% 176
2022
Q3 		$480K Buy
6,074
+1,146
+23% +$96.6K 0.06% 191
2022
Q2 		$375K Buy
4,928
+965
+24% +$79K 0.05% 215
2022
Q1 		$346K Buy
3,963
+122
+3% +$11.8K 0.03% 254
2021
Q4 		$377K Buy
3,841
+525
+16% +$52.3K 0.04% 228
2021
Q3 		$323K Sell
3,316
-244
-7% -$24.2K 0.04% 211
2021
Q2 		$326K Buy
3,560
+236
+7% +$20.2K 0.04% 197
2021
Q1 		$258K Buy
3,324
+125
+4% +$9.58K 0.04% 210
2020
Q4 		$219K Buy
+3,199
New +$184K 0.04% 204

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Graypoint LLC's MS Position: Q2 2025 in Review

Graypoint LLC increased its Morgan Stanley (MS) stake by 18% in Q2 2025, buying an estimated $155K and bringing the position to 8,389 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #189.

Graypoint LLC first reported a position in MS in Q4 2020 and has held it in 19 quarters since. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Graypoint LLC held 8,389 shares of Morgan Stanley worth $1.18M as of Q2 2025.
  • Graypoint LLC bought 1,260 Morgan Stanley shares in Q2 2025, an estimated $155K.
  • Morgan Stanley made up 0.07% of Graypoint LLC's portfolio in Q2 2025, its #189 holding.
  • Graypoint LLC first reported a position in Morgan Stanley in Q4 2020 and has held it in 19 quarters since.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.