GWMIA
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Global Wealth Management Investment Advisory’s Morgan Stanley MS Stock Holding History

Global Wealth Management Investment Advisory’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 		$8.7M Sell
41,627
-148
-0.4% -$29.3K 1.24% 23
2026
Q1 		$6.87M Buy
41,775
+1,316
+3% +$228K 1.08% 23
2025
Q4 		$7.18M Buy
40,459
+166
+0.4% +$27.7K 1.15% 21
2025
Q3 		$6.41M Sell
40,293
-977
-2% -$144K 1.07% 23
2025
Q2 		$5.81M Sell
41,270
-606
-1% -$74.4K 1.09% 23
2025
Q1 		$4.89M Buy
41,876
+613
+1% +$79K 0.98% 32
2024
Q4 		$5.19M Sell
41,263
-1,273
-3% -$157K 1.07% 26
2024
Q3 		$4.43M Sell
42,536
-2,099
-5% -$211K 0.96% 36
2024
Q2 		$4.34M Buy
44,635
+1,005
+2% +$95.7K 1.01% 32
2024
Q1 		$4.11M Buy
43,630
+145
+0.3% +$12.8K 1.01% 32
2023
Q4 		$4.05M Buy
43,485
+5,288
+14% +$423K 1.04% 25
2023
Q3 		$3.12M Buy
38,197
+214
+0.6% +$18.6K 0.87% 37
2023
Q2 		$3.24M Buy
37,983
+783
+2% +$67K 0.89% 39
2023
Q1 		$3.27M Buy
37,200
+548
+1% +$51.1K 0.98% 36
2022
Q4 		$3.12M Buy
36,652
+10,128
+38% +$863K 1.01% 37
2022
Q3 		$2.1M Buy
26,524
+757
+3% +$63.8K 0.75% 51
2022
Q2 		$1.96M Buy
25,767
+5,445
+27% +$446K 0.66% 55
2022
Q1 		$1.78M Buy
20,322
+20,302
+101,510% +$1.96M 0.53% 66
2021
Q4 		$2K Sell
20
-5
-20% -$498 ﹤0.01% 407
2021
Q3 		$2K Hold
25
– – ﹤0.01% 422
2021
Q2 		$2K Buy
+25
New +$2.14K ﹤0.01% 396
2020
Q2 		– Sell
-325
Closed -$11K – 645
2020
Q1 		$11K Buy
325
+25
+8% +$1.18K 0.01% 326
2019
Q4 		$15K Sell
300
-41
-12% -$1.94K 0.01% 297
2019
Q3 		$15K Hold
341
– – 0.01% 278
2019
Q2 		$15K Sell
341
-17
-5% -$758 0.01% 314
2019
Q1 		$15K Sell
358
-154
-30% -$6.48K 0.01% 335
2018
Q4 		$20K Buy
+512
New +$22.3K 0.01% 294

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's MS Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Morgan Stanley (MS) stake by 0.35% in Q2 2026, selling an estimated $29.3K and leaving 41,627 shares worth $8.7M. The position accounts for 1.24% of the portfolio, ranked #23.

Global Wealth Management Investment Advisory first reported a position in MS in Q4 2018 and has held it in 27 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Global Wealth Management Investment Advisory held 41,627 shares of Morgan Stanley worth $8.7M as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 148 Morgan Stanley shares in Q2 2026, an estimated $29.3K.
  • Morgan Stanley made up 1.24% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #23 holding.
  • Global Wealth Management Investment Advisory first reported a position in Morgan Stanley in Q4 2018 and has held it in 27 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.