Gryphon Financial Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.89M | Buy |
11,478
+271
| +2% | +$46.9K | 0.19% | 81 |
|
|
2025
Q4 | $1.99M | Buy |
11,207
+1,096
| +11% | +$183K | 0.21% | 65 |
|
|
2025
Q3 | $1.61M | Buy |
10,111
+420
| +4% | +$62K | 0.18% | 76 |
|
|
2025
Q2 | $1.37M | Buy |
9,691
+1,160
| +14% | +$142K | 0.18% | 85 |
|
|
2025
Q1 | $995K | Buy |
8,531
+1,861
| +28% | +$240K | 0.14% | 96 |
|
|
2024
Q4 | $839K | Sell |
6,670
-325
| -5% | -$40K | 0.12% | 101 |
|
|
2024
Q3 | $729K | Buy |
6,995
+27
| +0.4% | +$2.72K | 0.1% | 130 |
|
|
2024
Q2 | $677K | Buy |
6,968
+1,551
| +29% | +$148K | 0.1% | 123 |
|
|
2024
Q1 | $510K | Sell |
5,417
-9,322
| -63% | -$821K | 0.08% | 151 |
|
|
2023
Q4 | $1.42M | Buy |
14,739
+11,295
| +328% | +$904K | 0.25% | 58 |
|
|
2023
Q3 | $281K | Sell |
3,444
-1,676
| -33% | -$146K | 0.07% | 150 |
|
|
2023
Q2 | $437K | Sell |
5,120
-858
| -14% | -$73.4K | 0.09% | 115 |
|
|
2023
Q1 | $525K | Sell |
5,978
-1,216
| -17% | -$113K | 0.12% | 97 |
|
|
2022
Q4 | $612K | Sell |
7,194
-1,567
| -18% | -$134K | 0.15% | 84 |
|
|
2022
Q3 | $692K | Sell |
8,761
-832
| -9% | -$70.1K | 0.17% | 69 |
|
|
2022
Q2 | $730K | Sell |
9,593
-222
| -2% | -$18.2K | 0.18% | 65 |
|
|
2022
Q1 | $858K | Sell |
9,815
-389
| -4% | -$37.5K | 0.17% | 66 |
|
|
2021
Q4 | $1M | Sell |
10,204
-1,609
| -14% | -$160K | 0.19% | 64 |
|
|
2021
Q3 | $1.15M | Buy |
11,813
+1,590
| +16% | +$158K | 0.26% | 50 |
|
|
2021
Q2 | $566K | Buy |
10,223
+463
| +5% | +$39.7K | 0.13% | 82 |
|
|
2021
Q1 | $758K | Buy |
9,760
+107
| +1% | +$8.2K | 0.17% | 65 |
|
|
2020
Q4 | $661K | Sell |
9,653
-455
| -5% | -$26.1K | 0.17% | 71 |
|
|
2020
Q3 | $490K | Buy |
10,108
+21
| +0.2% | +$1.06K | 0.14% | 82 |
|
|
2020
Q2 | $488K | Buy |
10,087
+926
| +10% | +$38.9K | 0.15% | 68 |
|
|
2020
Q1 | $312K | Buy |
9,161
+552
| +6% | +$26K | 0.11% | 97 |
|
|
2019
Q4 | $441K | Sell |
8,609
-344
| -4% | -$16.3K | 0.11% | 96 |
|
|
2019
Q3 | $382K | Buy |
8,953
+516
| +6% | +$22.1K | 0.11% | 100 |
|
|
2019
Q2 | $370K | Buy |
+8,437
| New | +$376K | 0.11% | 102 |
|
|
2018
Q3 | – | Sell |
-2,319
| Closed | -$110K | – | 589 |
|
|
2018
Q2 | $110K | Sell |
2,319
-110
| -5% | -$5.75K | 0.05% | 124 |
|
|
2018
Q1 | $131K | Sell |
2,429
-9
| -0.4% | -$498 | 0.07% | 111 |
|
|
2017
Q4 | $128K | Buy |
+2,438
| New | +$123K | 0.07% | 113 |
|
Other funds holding MS
VCM
VPM
Gryphon Financial Partners's MS Position: Q1 2026 in Review
Gryphon Financial Partners increased its Morgan Stanley (MS) stake by 2.4% in Q1 2026, buying an estimated $46.9K and bringing the position to 11,478 shares worth $1.89M. The position accounts for 0.19% of the portfolio, ranked #81.
Gryphon Financial Partners first reported a position in MS in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.99M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Gryphon Financial Partners held 11,478 shares of Morgan Stanley worth $1.89M as of Q1 2026.
- Gryphon Financial Partners bought 271 Morgan Stanley shares in Q1 2026, an estimated $46.9K.
- Morgan Stanley made up 0.19% of Gryphon Financial Partners's portfolio in Q1 2026, its #81 holding.
- Gryphon Financial Partners first reported a position in Morgan Stanley in Q4 2017 and has held it in 31 quarters since.
- Gryphon Financial Partners's Morgan Stanley position peaked at $1.99M in Q4 2025.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.