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Gries Financial’s Morgan Stanley MS Stock Holding History

Gries Financial’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
2025
Q3 		$362K Buy
+2,278
New +$336K 0.06% 210
2025
Q2 		– Sell
-2,139
Closed -$250K – 314
2025
Q1 		$250K Sell
2,139
-18,354
-90% -$2.36M 0.05% 232
2024
Q4 		$2.58M Sell
20,493
-270
-1% -$33.3K 0.46% 44
2024
Q3 		$2.16M Sell
20,763
-5,232
-20% -$527K 0.41% 53
2024
Q2 		$2.53M Buy
25,995
+397
+2% +$37.8K 0.52% 44
2024
Q1 		$2.41M Buy
25,598
+1,154
+5% +$102K 0.4% 64
2023
Q4 		$2.28M Sell
24,444
-135
-0.5% -$10.8K 0.5% 45
2023
Q3 		$2.01M Sell
24,579
-2,731
-10% -$237K 0.54% 45
2023
Q2 		$2.33M Sell
27,310
-151
-0.5% -$12.9K 0.64% 39
2023
Q1 		$2.41M Sell
27,461
-2,928
-10% -$273K 0.71% 37
2022
Q4 		$2.58M Buy
30,389
+9,773
+47% +$833K 0.86% 37
2022
Q3 		$1.63M Buy
20,616
+3,151
+18% +$266K 0.69% 40
2022
Q2 		$1.33M Buy
17,465
+5,993
+52% +$491K 0.63% 50
2022
Q1 		$1M Buy
11,472
+3,575
+45% +$345K 0.37% 76
2021
Q4 		$775K Sell
7,897
-8,131
-51% -$810K 0.32% 84
2021
Q3 		$1.56M Sell
16,028
-1,560
-9% -$155K 0.49% 64
2021
Q2 		$1.69M Sell
17,588
-8,486
-33% -$728K 0.54% 57
2021
Q1 		$2.21M Buy
+26,074
New +$2M 0.71% 41

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gries Financial's MS Position: Q3 2025 in Review

Gries Financial opened a new position in Morgan Stanley (MS) in Q3 2025: 2,278 shares worth $362K. The stake represents 0.06% of the portfolio and ranks #210 among its holdings. This is a return to the name: Gries Financial previously reported a position in MS as recently as Q1 2025.

Gries Financial first reported a position in MS in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.58M in Q4 2022. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Gries Financial held 2,278 shares of Morgan Stanley worth $362K as of Q3 2025.
  • Morgan Stanley was a new Gries Financial position in Q3 2025.
  • Morgan Stanley made up 0.06% of Gries Financial's portfolio in Q3 2025, its #210 holding.
  • Gries Financial first reported a position in Morgan Stanley in Q1 2021 and has held it in 18 quarters since.
  • Gries Financial's Morgan Stanley position peaked at $2.58M in Q4 2022.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.