Grey Fox Wealth Advisors
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Grey Fox Wealth Advisors’s Morgan Stanley MS Stock Holding History

Grey Fox Wealth 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
Q3 		$714K Sell
3,796
-979
-21% -$208K 0.11% 89
2026
Q2 		$998K Buy
+4,775
New +$946K 0.16% 72
2025
Q4 		– Sell
-479
Closed -$76.2K – 434
2025
Q3 		$76.2K Buy
+479
New +$70.7K 0.02% 216
2023
Q2 		– Sell
-12
Closed -$1.05K – 370
2023
Q1 		$1.05K Hold
12
– – ﹤0.01% 458
2022
Q4 		$1.02K Buy
+12
New +$1.02K ﹤0.01% 361

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Grey Fox Wealth Advisors's MS Position: Q3 2026 in Review

Grey Fox Wealth Advisors reduced its Morgan Stanley (MS) stake by 21% in Q3 2026, selling an estimated $208K and leaving 3,796 shares worth $714K. The position accounts for 0.11% of the portfolio, ranked #89.

Grey Fox Wealth Advisors first reported a position in MS in Q4 2022 and has held it in 5 quarters since. The position peaked at $998K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Grey Fox Wealth Advisors held 3,796 shares of Morgan Stanley worth $714K as of Q3 2026.
  • Grey Fox Wealth Advisors sold 979 Morgan Stanley shares in Q3 2026, an estimated $208K.
  • Morgan Stanley made up 0.11% of Grey Fox Wealth Advisors's portfolio in Q3 2026, its #89 holding.
  • Grey Fox Wealth Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 5 quarters since.
  • Grey Fox Wealth Advisors's Morgan Stanley position peaked at $998K in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.