GC Wealth Management RIA’s Morgan Stanley MS Stock Holding History

GC Wealth Management RIA’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	$6.4M	Sell	30,605 -5,377	-15%	-$1.06M	0.37%	59
2026 Q1	$5.92M	Buy	35,982 +208	+0.6%	+$36K	0.25%	63
2025 Q4	$6.35M	Sell	35,774 -14,516	-29%	-$2.42M	0.23%	64
2025 Q3	$7.99M	Buy	50,290 +28,650	+132%	+$4.23M	0.26%	64
2025 Q2	$3.05M	Buy	+21,640	New	+$2.66M	0.25%	87
2024 Q4	–	Sell	-5,551	Closed	-$579K	–	305
2024 Q3	$579K	Buy	+5,551	New	+$559K	0.1%	173

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

GC Wealth Management RIA's MS Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Morgan Stanley (MS) stake by 15% in Q2 2026, selling an estimated $1.06M and leaving 30,605 shares worth $6.4M. The position accounts for 0.37% of the portfolio, ranked #59.

GC Wealth Management RIA first reported a position in MS in Q3 2024 and has held it in 6 quarters since. The position peaked at $7.99M in Q3 2025. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

GC Wealth Management RIA held 30,605 shares of Morgan Stanley worth $6.4M as of Q2 2026.
GC Wealth Management RIA sold 5,377 Morgan Stanley shares in Q2 2026, an estimated $1.06M.
Morgan Stanley made up 0.37% of GC Wealth Management RIA's portfolio in Q2 2026, its #59 holding.
GC Wealth Management RIA first reported a position in Morgan Stanley in Q3 2024 and has held it in 6 quarters since.
GC Wealth Management RIA's Morgan Stanley position peaked at $7.99M in Q3 2025.
2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.