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Griffin Asset Management’s Morgan Stanley MS Stock Holding History

Griffin Asset Management’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 		$5.63M Sell
26,956
-295
-1% -$58.4K 0.59% 51
2026
Q1 		$4.48M Buy
27,251
+714
+3% +$124K 0.51% 56
2025
Q4 		$4.71M Buy
26,537
+1,345
+5% +$224K 0.51% 56
2025
Q3 		$4M Buy
25,192
+569
+2% +$84K 0.45% 62
2025
Q2 		$3.47M Buy
24,623
+210
+0.9% +$25.8K 0.41% 69
2025
Q1 		$2.85M Buy
24,413
+395
+2% +$50.9K 0.35% 81
2024
Q4 		$3.02M Buy
24,018
+675
+3% +$83.1K 0.35% 73
2024
Q3 		$2.43M Sell
23,343
-212
-0.9% -$21.4K 0.27% 87
2024
Q2 		$2.29M Buy
23,555
+41
+0.2% +$3.9K 0.27% 86
2024
Q1 		$2.21M Buy
23,514
+300
+1% +$26.4K 0.26% 86
2023
Q4 		$2.16M Buy
23,214
+949
+4% +$75.9K 0.27% 88
2023
Q3 		$1.82M Sell
22,265
-995
-4% -$86.4K 0.26% 87
2023
Q2 		$1.99M Sell
23,260
-305
-1% -$26.1K 0.27% 90
2023
Q1 		$2.07M Sell
23,565
-528
-2% -$49.3K 0.29% 84
2022
Q4 		$2.05M Buy
24,093
+984
+4% +$83.9K 0.31% 84
2022
Q3 		$1.83M Buy
23,109
+606
+3% +$51.1K 0.3% 86
2022
Q2 		$1.71M Sell
22,503
-212
-0.9% -$17.4K 0.27% 95
2022
Q1 		$1.99M Buy
22,715
+1,540
+7% +$149K 0.26% 98
2021
Q4 		$2.08M Buy
21,175
+406
+2% +$40.4K 0.26% 96
2021
Q3 		$2.02M Buy
20,769
+985
+5% +$97.6K 0.26% 100
2021
Q2 		$1.81M Buy
19,784
+7,106
+56% +$609K 0.22% 107
2021
Q1 		$985K Buy
+12,678
New +$972K 0.13% 137
2019
Q3 		– Sell
-1,208
Closed -$53K – 384
2019
Q2 		$53K Buy
+1,208
New +$53.9K 0.01% 354

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 $3.37T AUM 44.26% 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

Griffin Asset Management's MS Position: Q2 2026 in Review

Griffin Asset Management reduced its Morgan Stanley (MS) stake by 1.1% in Q2 2026, selling an estimated $58.4K and leaving 26,956 shares worth $5.63M. The position accounts for 0.59% of the portfolio, ranked #51.

Griffin Asset Management first reported a position in MS in Q2 2019 and has held it in 23 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Griffin Asset Management held 26,956 shares of Morgan Stanley worth $5.63M as of Q2 2026.
  • Griffin Asset Management sold 295 Morgan Stanley shares in Q2 2026, an estimated $58.4K.
  • Morgan Stanley made up 0.59% of Griffin Asset Management's portfolio in Q2 2026, its #51 holding.
  • Griffin Asset Management first reported a position in Morgan Stanley in Q2 2019 and has held it in 23 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Griffin Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.