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Global Strategic Investment Solutions’s Morgan Stanley MS Stock Holding History

Global Strategic Investment Solutions’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
Q1 		$378K Buy
2,295
+15
+0.7% +$2.6K 0.04% 113
2025
Q4 		$405K Hold
2,280
– – 0.04% 113
2025
Q3 		$362K Sell
2,280
-79
-3% -$11.7K 0.04% 119
2025
Q2 		$332K Hold
2,359
– – 0.04% 121
2025
Q1 		$275K Hold
2,359
– – 0.03% 128
2024
Q4 		$297K Buy
+2,359
New +$291K 0.03% 128
2024
Q1 		– Sell
-2,208
Closed -$206K – 153
2023
Q4 		$206K Buy
+2,208
New +$177K 0.03% 139

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Global Strategic Investment Solutions's MS Position: Q1 2026 in Review

Global Strategic Investment Solutions increased its Morgan Stanley (MS) stake by 0.66% in Q1 2026, buying an estimated $2.6K and bringing the position to 2,295 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #113.

Global Strategic Investment Solutions first reported a position in MS in Q4 2023 and has held it in 7 quarters since. The position peaked at $405K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Global Strategic Investment Solutions held 2,295 shares of Morgan Stanley worth $378K as of Q1 2026.
  • Global Strategic Investment Solutions bought 15 Morgan Stanley shares in Q1 2026, an estimated $2.6K.
  • Morgan Stanley made up 0.04% of Global Strategic Investment Solutions's portfolio in Q1 2026, its #113 holding.
  • Global Strategic Investment Solutions first reported a position in Morgan Stanley in Q4 2023 and has held it in 7 quarters since.
  • Global Strategic Investment Solutions's Morgan Stanley position peaked at $405K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.