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GGM Financials’s Morgan Stanley MS Stock Holding History

GGM Financials’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 		$187K Buy
895
+4
+0.4% +$792 0.07% 87
2026
Q1 		$147K Buy
891
+6
+0.7% +$1.04K 0.07% 87
2025
Q4 		$157K Buy
885
+5
+0.6% +$834 0.08% 78
2025
Q3 		$140K Buy
+880
New +$130K 0.07% 78

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGM Financials's MS Position: Q2 2026 in Review

GGM Financials increased its Morgan Stanley (MS) stake by 0.45% in Q2 2026, buying an estimated $792 and bringing the position to 895 shares worth $187K. The position accounts for 0.07% of the portfolio, ranked #87.

GGM Financials first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 897 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • GGM Financials held 895 shares of Morgan Stanley worth $187K as of Q2 2026.
  • GGM Financials bought 4 Morgan Stanley shares in Q2 2026, an estimated $792.
  • Morgan Stanley made up 0.07% of GGM Financials's portfolio in Q2 2026, its #87 holding.
  • GGM Financials first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 897 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.