Great Diamond Partners
MS icon

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
Q3 		$2.47M Sell
13,155
-14
-0.1% -$2.98K 0.42% 71
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Great Diamond Partners's MS Position: Q3 2026 in Review

Great Diamond Partners reduced its Morgan Stanley (MS) stake by 0.11% in Q3 2026, selling an estimated $2.98K and leaving 13,155 shares worth $2.47M. The position accounts for 0.42% of the portfolio, ranked #71.

Great Diamond Partners first reported a position in MS in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.47M in Q3 2021. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Great Diamond Partners held 13,155 shares of Morgan Stanley worth $2.47M as of Q3 2026.
  • Great Diamond Partners sold 14 Morgan Stanley shares in Q3 2026, an estimated $2.98K.
  • Morgan Stanley made up 0.42% of Great Diamond Partners's portfolio in Q3 2026, its #71 holding.
  • Great Diamond Partners first reported a position in Morgan Stanley in Q4 2019 and has held it in 28 quarters since.
  • Great Diamond Partners's Morgan Stanley position peaked at $3.47M in Q3 2021.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.