Garden State Investment Advisory Services’s Morgan Stanley MS Stock Holding History

Garden State Investment Advisory Services’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	Buy	+1,899	New	+$376K	0.07%	211
2025 Q4	–	Sell	-1,698	Closed	-$270K	–	342
2025 Q3	$270K	Buy	1,698 +2	+0.1%	+$295	0.06%	243
2025 Q2	$240K	Buy	+1,696	New	+$208K	0.06%	251
2025 Q1	–	Sell	-1,633	Closed	-$206K	–	301
2024 Q4	$206K	Buy	+1,633	New	+$201K	0.06%	231
2024 Q3	–	Sell	-2,106	Closed	-$205K	–	272
2024 Q2	$205K	Buy	+2,106	New	+$200K	0.07%	213

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Garden State Investment Advisory Services's MS Position: Q2 2026 in Review

Garden State Investment Advisory Services opened a new position in Morgan Stanley (MS) in Q2 2026: 1,899 shares worth $397K. The stake represents 0.07% of the portfolio and ranks #211 among its holdings. This is a return to the name: Garden State Investment Advisory Services previously reported a position in MS as recently as Q3 2025.

Garden State Investment Advisory Services first reported a position in MS in Q2 2024 and has held it in 5 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Garden State Investment Advisory Services held 1,899 shares of Morgan Stanley worth $397K as of Q2 2026.
Morgan Stanley was a new Garden State Investment Advisory Services position in Q2 2026.
Morgan Stanley made up 0.07% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #211 holding.
Garden State Investment Advisory Services first reported a position in Morgan Stanley in Q2 2024 and has held it in 5 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.