Groesbeck Investment Management’s Morgan Stanley MS Stock Holding History

Groesbeck Investment 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	$397K	Hold	1,900	–	–	0.63%	39
2026 Q1	$313K	Sell	1,900 -300	-14%	-$51.9K	0.61%	41
2025 Q4	$391K	Hold	2,200	–	–	0.74%	36
2025 Q3	$350K	Hold	2,200	–	–	0.68%	42
2025 Q2	$310K	Hold	2,200	–	–	0.54%	48
2025 Q1	$257K	Hold	2,200	–	–	0.36%	77
2024 Q4	$277K	Hold	2,200	–	–	0.36%	77
2024 Q3	$229K	Hold	2,200	–	–	0.34%	65
2024 Q2	$214K	Hold	2,200	–	–	0.3%	69
2024 Q1	$207K	Hold	2,200	–	–	0.22%	93
2023 Q4	$205K	Buy	+2,200	New	+$176K	0.28%	76
2022 Q1	–	Sell	-2,200	Closed	-$216K	–	110
2021 Q4	$216K	Hold	2,200	–	–	0.27%	90
2021 Q3	$214K	Hold	2,200	–	–	0.25%	102
2021 Q2	$202K	Buy	+2,200	New	+$189K	0.26%	88

Other funds holding MS

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Groesbeck Investment Management's MS Position: Q2 2026 in Review

Groesbeck Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 1,900 shares worth $397K. The position accounts for 0.63% of the portfolio, ranked #39.

Groesbeck Investment Management first reported a position in MS in Q2 2021 and has held it in 14 quarters since. 688 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Groesbeck Investment Management held 1,900 shares of Morgan Stanley worth $397K as of Q2 2026.
Groesbeck Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.63% of Groesbeck Investment Management's portfolio in Q2 2026, its #39 holding.
Groesbeck Investment Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 14 quarters since.
688 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.