GK Wealth Management
MS icon

GK Wealth Management’s Morgan Stanley MS Stock Holding History

GK Wealth Management’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 		$146K Sell
776
-378
-33% -$80.3K 0.08% 220
2026
Q2 		$241K Buy
+1,154
New +$229K 0.13% 187
2026
Q1 		– Sell
-1,350
Closed -$240K – 139
2025
Q4 		$240K Sell
1,350
-63
-4% -$10.5K 0.16% 152
2025
Q3 		$225K Buy
+1,413
New +$209K 0.16% 155

Other funds holding MS

Robeco Institutional Asset Management
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Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

GK Wealth Management's MS Position: Q3 2026 in Review

GK Wealth Management reduced its Morgan Stanley (MS) stake by 33% in Q3 2026, selling an estimated $80.3K and leaving 776 shares worth $146K. The position accounts for 0.08% of the portfolio, ranked #220.

GK Wealth Management first reported a position in MS in Q3 2025 and has held it in 4 quarters since. The position peaked at $241K in Q2 2026. 634 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • GK Wealth Management held 776 shares of Morgan Stanley worth $146K as of Q3 2026.
  • GK Wealth Management sold 378 Morgan Stanley shares in Q3 2026, an estimated $80.3K.
  • Morgan Stanley made up 0.08% of GK Wealth Management's portfolio in Q3 2026, its #220 holding.
  • GK Wealth Management first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • GK Wealth Management's Morgan Stanley position peaked at $241K in Q2 2026.
  • 634 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.