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Grunden Financial Advisory’s Morgan Stanley MS Stock Holding History

Grunden Financial Advisory’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
Q4 		$309K Hold
1,740
– – 0.12% 25
2025
Q3 		$277K Hold
1,740
– – 0.11% 27
2025
Q2 		$245K Hold
1,740
– – 0.11% 28
2025
Q1 		$203K Hold
1,740
– – 0.1% 25
2024
Q4 		$219K Buy
+1,740
New +$214K 0.11% 26

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
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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Grunden Financial Advisory's MS Position: Q4 2025 in Review

Grunden Financial Advisory held its Morgan Stanley (MS) position steady in Q4 2025 at 1,740 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #25.

Grunden Financial Advisory first reported a position in MS in Q4 2024 and has held it in 5 quarters since. 2,525 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Grunden Financial Advisory held 1,740 shares of Morgan Stanley worth $309K as of Q4 2025.
  • Grunden Financial Advisory left its Morgan Stanley share count unchanged in Q4 2025.
  • Morgan Stanley made up 0.12% of Grunden Financial Advisory's portfolio in Q4 2025, its #25 holding.
  • Grunden Financial Advisory first reported a position in Morgan Stanley in Q4 2024 and has held it in 5 quarters since.
  • 2,525 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.