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Garton & Associates Financial Advisors’s Morgan Stanley MS Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-237
Closed -$42K – 473
2025
Q4 		$42K Buy
+237
New +$39.5K 0.02% 415

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Fidelity Investments
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Garton & Associates Financial Advisors's MS Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 237 shares — an estimated $42K sold.

Garton & Associates Financial Advisors first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $42K in Q4 2025. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 237 Morgan Stanley shares in Q1 2026, an estimated $42K.
  • Garton & Associates Financial Advisors first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Morgan Stanley position peaked at $42K in Q4 2025.
  • 2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.