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Greykasell Wealth Strategies’s Morgan Stanley MS Stock Holding History

Greykasell Wealth Strategies’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 		$200K Buy
958
+1
+0.1% +$198 0.07% 148
2026
Q1 		$158K Buy
957
+78
+9% +$13.5K 0.06% 159
2025
Q4 		$156K Buy
879
+694
+375% +$116K 0.06% 159
2025
Q3 		$29.4K Buy
185
+73
+65% +$10.8K 0.01% 233
2025
Q2 		$15.8K Hold
112
– – 0.01% 235
2025
Q1 		$13.1K Buy
+112
New +$14.4K 0.01% 246

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 $3.38T AUM 44.17% 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

Greykasell Wealth Strategies's MS Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its Morgan Stanley (MS) stake by 0.1% in Q2 2026, buying an estimated $198 and bringing the position to 958 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #148.

Greykasell Wealth Strategies first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Greykasell Wealth Strategies held 958 shares of Morgan Stanley worth $200K as of Q2 2026.
  • Greykasell Wealth Strategies bought 1 Morgan Stanley share in Q2 2026, an estimated $198.
  • Morgan Stanley made up 0.07% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #148 holding.
  • Greykasell Wealth Strategies first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.