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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
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 $62.1B AUM 41.06% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Greenspring Advisors's MS Position: Q1 2026 in Review

Greenspring Advisors increased its Morgan Stanley (MS) stake by 3.9% in Q1 2026, buying an estimated $15.8K and bringing the position to 2,411 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #198.

Greenspring Advisors first reported a position in MS in Q4 2021 and has held it in 4 quarters since. The position peaked at $412K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Greenspring Advisors held 2,411 shares of Morgan Stanley worth $397K as of Q1 2026.
  • Greenspring Advisors bought 91 Morgan Stanley shares in Q1 2026, an estimated $15.8K.
  • Morgan Stanley made up 0.02% of Greenspring Advisors's portfolio in Q1 2026, its #198 holding.
  • Greenspring Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 4 quarters since.
  • Greenspring Advisors's Morgan Stanley position peaked at $412K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.