GGS
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Galvin Gaustad & Stein’s Morgan Stanley MS Stock Holding History

Galvin Gaustad & Stein’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 		– Sell
-1,003
Closed -$210K – 266
2026
Q2 		$210K Buy
+1,003
New +$199K 0.02% 258

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Galvin Gaustad & Stein's MS Position: Q3 2026 in Review

Galvin Gaustad & Stein sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 1,003 shares — an estimated $210K sold.

Galvin Gaustad & Stein first reported a position in MS in Q2 2026 and held it in 1 quarter. The position peaked at $210K in Q2 2026. 81 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Galvin Gaustad & Stein reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 1,003 Morgan Stanley shares in Q3 2026, an estimated $210K.
  • Galvin Gaustad & Stein first reported a position in Morgan Stanley in Q2 2026 and held it in 1 quarter.
  • Galvin Gaustad & Stein's Morgan Stanley position peaked at $210K in Q2 2026.
  • 81 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.