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Greystone Financial Group’s Morgan Stanley MS Stock Holding History

Greystone Financial Group’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 		$8.87M Sell
42,431
-1,639
-4% -$325K 2.48% 12
2026
Q1 		$7.25M Sell
44,070
-36,515
-45% -$6.32M 2.05% 20
2025
Q4 		$14.3M Sell
80,585
-2,090
-3% -$349K 2.23% 15
2025
Q3 		$13.1M Sell
82,675
-14,517
-15% -$2.14M 2.04% 19
2025
Q2 		$13.7M Sell
97,192
-672
-0.7% -$82.5K 2.25% 12
2025
Q1 		$11.4M Sell
97,864
-2,042
-2% -$263K 2.07% 17
2024
Q4 		$12.6M Sell
99,906
-13,367
-12% -$1.65M 2.18% 16
2024
Q3 		$11.8M Buy
113,273
+16,700
+17% +$1.68M 2.11% 18
2024
Q2 		$9.39M Sell
96,573
-9,246
-9% -$880K 1.84% 22
2024
Q1 		$9.96M Buy
105,819
+2,411
+2% +$212K 1.99% 16
2023
Q4 		$9.64M Buy
103,408
+23,111
+29% +$1.85M 2.23% 13
2023
Q3 		$6.56M Buy
80,297
+32,543
+68% +$2.83M 1.64% 25
2023
Q2 		$4.08M Buy
+47,754
New +$4.08M 0.95% 39

Other funds holding MS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Greystone Financial Group's MS Position: Q2 2026 in Review

Greystone Financial Group reduced its Morgan Stanley (MS) stake by 3.7% in Q2 2026, selling an estimated $325K and leaving 42,431 shares worth $8.87M. The position accounts for 2.48% of the portfolio, ranked #12.

Greystone Financial Group first reported a position in MS in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.3M in Q4 2025. 1,304 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Greystone Financial Group held 42,431 shares of Morgan Stanley worth $8.87M as of Q2 2026.
  • Greystone Financial Group sold 1,639 Morgan Stanley shares in Q2 2026, an estimated $325K.
  • Morgan Stanley made up 2.48% of Greystone Financial Group's portfolio in Q2 2026, its #12 holding.
  • Greystone Financial Group first reported a position in Morgan Stanley in Q2 2023 and has held it in 13 quarters since.
  • Greystone Financial Group's Morgan Stanley position peaked at $14.3M in Q4 2025.
  • 1,304 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.