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Global Financial Private Client’s Morgan Stanley MS Stock Holding History

Global Financial Private Client’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 		$1M Buy
4,807
+133
+3% +$26.3K 0.27% 107
2026
Q1 		$769K Buy
4,674
+330
+8% +$57.1K 0.25% 120
2025
Q4 		$771K Buy
4,344
+2,867
+194% +$478K 0.27% 108
2025
Q3 		$235K Buy
+1,477
New +$218K 0.08% 212
2025
Q2 		– Sell
-1,334
Closed -$156K – 1077
2025
Q1 		$156K Buy
1,334
+39
+3% +$5.03K 0.06% 221
2024
Q4 		$163K Buy
1,295
+15
+1% +$1.85K 0.06% 215
2024
Q3 		$133K Sell
1,280
-14,566
-92% -$1.47M 0.05% 230
2024
Q2 		$1.54M Buy
15,846
+14,882
+1,544% +$1.42M 0.64% 38
2024
Q1 		$90.2K Hold
964
– – 0.04% 250
2023
Q4 		$89.9K Sell
964
-86
-8% -$6.88K 0.04% 243
2023
Q3 		$84.4K Hold
1,050
– – 0.04% 230
2023
Q2 		$90.7K Sell
1,050
-40
-4% -$3.42K 0.04% 229
2023
Q1 		$95K Buy
1,090
+106
+11% +$9.89K 0.05% 217
2022
Q4 		$83.7K Buy
984
+20
+2% +$1.71K 0.05% 218
2022
Q3 		$77.5K Sell
964
-56
-5% -$4.72K 0.04% 219
2022
Q2 		$78.3K Hold
1,020
– – 0.04% 217
2022
Q1 		$88.7K Sell
1,020
-6,112
-86% -$590K 0.04% 208
2021
Q4 		$700K Buy
7,132
+1,131
+19% +$113K 0.34% 71
2021
Q3 		$594K Buy
6,001
+5,037
+523% +$499K 0.31% 85
2021
Q2 		$88.7K Hold
964
– – 0.05% 192
2021
Q1 		$75.4K Hold
964
– – 0.05% 175
2020
Q4 		$66.1K Hold
964
– – 0.05% 169
2020
Q3 		$45.6K Hold
964
– – 0.04% 200
2020
Q2 		$45.9K Hold
964
– – 0.04% 220
2020
Q1 		$30.5K Hold
964
– – 0.03% 268
2019
Q4 		$49.3K Buy
+964
New +$45.6K 0.04% 242

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Global Financial Private Client's MS Position: Q2 2026 in Review

Global Financial Private Client increased its Morgan Stanley (MS) stake by 2.8% in Q2 2026, buying an estimated $26.3K and bringing the position to 4,807 shares worth $1M. The position accounts for 0.27% of the portfolio, ranked #107.

Global Financial Private Client first reported a position in MS in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.54M in Q2 2024. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Global Financial Private Client held 4,807 shares of Morgan Stanley worth $1M as of Q2 2026.
  • Global Financial Private Client bought 133 Morgan Stanley shares in Q2 2026, an estimated $26.3K.
  • Morgan Stanley made up 0.27% of Global Financial Private Client's portfolio in Q2 2026, its #107 holding.
  • Global Financial Private Client first reported a position in Morgan Stanley in Q4 2019 and has held it in 26 quarters since.
  • Global Financial Private Client's Morgan Stanley position peaked at $1.54M in Q2 2024.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.