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Greenspring Advisors’s Morgan Stanley MS Stock Holding History

Greenspring Advisors’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 		$507K Buy
2,427
+16
+0.7% +$3.17K 0.03% 198
2026
Q1 		$397K Buy
2,411
+91
+4% +$15.8K 0.02% 198
2025
Q4 		$412K Buy
+2,320
New +$387K 0.03% 189
2022
Q2 		– Sell
-2,392
Closed -$209K – 118
2022
Q1 		$209K Sell
2,392
-418
-15% -$40.3K 0.06% 105
2021
Q4 		$276K Buy
+2,810
New +$280K 0.07% 90

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Greenspring Advisors's MS Position: Q2 2026 in Review

Greenspring Advisors increased its Morgan Stanley (MS) stake by 0.66% in Q2 2026, buying an estimated $3.17K and bringing the position to 2,427 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #198.

Greenspring Advisors first reported a position in MS in Q4 2021 and has held it in 5 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Greenspring Advisors held 2,427 shares of Morgan Stanley worth $507K as of Q2 2026.
  • Greenspring Advisors bought 16 Morgan Stanley shares in Q2 2026, an estimated $3.17K.
  • Morgan Stanley made up 0.03% of Greenspring Advisors's portfolio in Q2 2026, its #198 holding.
  • Greenspring Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 5 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.