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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grimes & Company's MS Position: Q2 2026 in Review

Grimes & Company increased its Morgan Stanley (MS) stake by 47% in Q2 2026, buying an estimated $1.08M and bringing the position to 17,093 shares worth $3.57M. The position accounts for 0.08% of the portfolio, ranked #157.

Grimes & Company first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 948 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Grimes & Company held 17,093 shares of Morgan Stanley worth $3.57M as of Q2 2026.
  • Grimes & Company bought 5,459 Morgan Stanley shares in Q2 2026, an estimated $1.08M.
  • Morgan Stanley made up 0.08% of Grimes & Company's portfolio in Q2 2026, its #157 holding.
  • Grimes & Company first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 948 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.