GWM
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
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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GK Wealth Management's MS Position: Q2 2026 in Review

GK Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,154 shares worth $241K. The stake represents 0.13% of the portfolio and ranks #187 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in MS as recently as Q4 2025.

GK Wealth Management first reported a position in MS in Q3 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • GK Wealth Management held 1,154 shares of Morgan Stanley worth $241K as of Q2 2026.
  • Morgan Stanley was a new GK Wealth Management position in Q2 2026.
  • Morgan Stanley made up 0.13% of GK Wealth Management's portfolio in Q2 2026, its #187 holding.
  • GK Wealth Management first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.