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Great Diamond Partners’s Morgan Stanley MS Stock Holding History

Great Diamond Partners’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 		$2.75M Buy
13,169
+70
+0.5% +$13.9K 0.47% 65
2026
Q1 		$2.16M Sell
13,099
-134
-1% -$23.2K 0.42% 76
2025
Q4 		$2.35M Sell
13,233
-40
-0.3% -$6.67K 0.45% 69
2025
Q3 		$2.11M Sell
13,273
-88
-0.7% -$13K 0.41% 74
2025
Q2 		$1.88M Buy
13,361
+72
+0.5% +$8.84K 0.4% 70
2025
Q1 		$1.55M Sell
13,289
-947
-7% -$122K 0.42% 73
2024
Q4 		$1.79M Sell
14,236
-99
-0.7% -$12.2K 0.46% 64
2024
Q3 		$1.49M Sell
14,335
-2,726
-16% -$275K 0.38% 71
2024
Q2 		$1.66M Sell
17,061
-487
-3% -$46.4K 0.39% 73
2024
Q1 		$1.65M Buy
17,548
+187
+1% +$16.5K 0.38% 72
2023
Q4 		$1.62M Sell
17,361
-7,930
-31% -$634K 0.4% 65
2023
Q3 		$2.07M Buy
25,291
+46
+0.2% +$3.99K 0.56% 51
2023
Q2 		$2.16M Buy
25,245
+615
+2% +$52.6K 0.57% 51
2023
Q1 		$2.16M Sell
24,630
-2,147
-8% -$200K 0.63% 39
2022
Q4 		$2.28M Sell
26,777
-57
-0.2% -$4.86K 0.7% 43
2022
Q3 		$2.12M Buy
26,834
+912
+4% +$76.9K 0.72% 40
2022
Q2 		$1.97M Sell
25,922
-811
-3% -$66.4K 0.66% 43
2022
Q1 		$2.34M Sell
26,733
-8,523
-24% -$822K 0.65% 45
2021
Q4 		$3.46M Sell
35,256
-394
-1% -$39.2K 0.89% 32
2021
Q3 		$3.47M Buy
35,650
+638
+2% +$63.2K 0.95% 29
2021
Q2 		$3.21M Buy
35,012
+738
+2% +$63.3K 0.91% 28
2021
Q1 		$2.66M Buy
34,274
+4,820
+16% +$369K 0.82% 37
2020
Q4 		$2.02M Sell
29,454
-2,451
-8% -$141K 0.64% 44
2020
Q3 		$1.54M Buy
31,905
+1,237
+4% +$62.3K 0.57% 50
2020
Q2 		$1.48M Sell
30,668
-739
-2% -$31K 0.61% 43
2020
Q1 		$1.07M Sell
31,407
-438
-1% -$20.6K 0.55% 46
2019
Q4 		$1.63M Buy
+31,845
New +$1.51M 0.62% 40

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Great Diamond Partners's MS Position: Q2 2026 in Review

Great Diamond Partners increased its Morgan Stanley (MS) stake by 0.53% in Q2 2026, buying an estimated $13.9K and bringing the position to 13,169 shares worth $2.75M. The position accounts for 0.47% of the portfolio, ranked #65.

Great Diamond Partners first reported a position in MS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.47M in Q3 2021. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Great Diamond Partners held 13,169 shares of Morgan Stanley worth $2.75M as of Q2 2026.
  • Great Diamond Partners bought 70 Morgan Stanley shares in Q2 2026, an estimated $13.9K.
  • Morgan Stanley made up 0.47% of Great Diamond Partners's portfolio in Q2 2026, its #65 holding.
  • Great Diamond Partners first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's Morgan Stanley position peaked at $3.47M in Q3 2021.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.