Grimes & Company
MS icon

Grimes & Company’s Morgan Stanley MS Stock Holding History

Grimes & Company’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 		$3.55M Buy
18,880
+1,787
+10% +$380K 0.08% 149
2026
Q2 		$3.57M Buy
17,093
+5,459
+47% +$1.08M 0.08% 157
2026
Q1 		$1.91M Buy
11,634
+8,759
+305% +$1.52M 0.05% 187
2025
Q4 		$510K Buy
2,875
+104
+4% +$17.3K 0.01% 307
2025
Q3 		$441K Sell
2,771
-122
-4% -$18K 0.01% 326
2025
Q2 		$407K Buy
2,893
+767
+36% +$94.2K 0.01% 296
2025
Q1 		$248K Buy
2,126
+410
+24% +$52.8K 0.01% 315
2024
Q4 		$216K Buy
+1,716
New +$211K 0.01% 356

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
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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Grimes & Company's MS Position: Q3 2026 in Review

Grimes & Company increased its Morgan Stanley (MS) stake by 10% in Q3 2026, buying an estimated $380K and bringing the position to 18,880 shares worth $3.55M. The position accounts for 0.08% of the portfolio, ranked #149.

Grimes & Company first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.57M in Q2 2026. 1,613 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Grimes & Company held 18,880 shares of Morgan Stanley worth $3.55M as of Q3 2026.
  • Grimes & Company bought 1,787 Morgan Stanley shares in Q3 2026, an estimated $380K.
  • Morgan Stanley made up 0.08% of Grimes & Company's portfolio in Q3 2026, its #149 holding.
  • Grimes & Company first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
  • Grimes & Company's Morgan Stanley position peaked at $3.57M in Q2 2026.
  • 1,613 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.