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Global Wealth Strategies & Associates’s Morgan Stanley MS Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-19
Closed -$3.2K – 311
2026
Q1 		$3.2K Sell
19
-41
-68% -$7.1K ﹤0.01% 381
2025
Q4 		$10.7K Buy
60
+19
+46% +$3.17K ﹤0.01% 300
2025
Q3 		$6.58K Buy
41
+8
+24% +$1.18K ﹤0.01% 324
2025
Q2 		$4.65K Sell
33
-4
-11% -$491 ﹤0.01% 267
2025
Q1 		$4.32K Hold
37
– – ﹤0.01% 332
2024
Q4 		$4.65K Hold
37
– – ﹤0.01% 270
2024
Q3 		$3.86K Buy
37
+33
+825% +$3.32K ﹤0.01% 255
2024
Q2 		$389 Hold
4
– – ﹤0.01% 312
2024
Q1 		$377 Buy
+4
New +$352 ﹤0.01% 327
2023
Q1 		– Sell
-96
Closed -$8.16K – 374
2022
Q4 		$8.16K Buy
+96
New +$8.18K ﹤0.01% 168

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 $3.38T AUM 44.17% 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 Strategies & Associates's MS Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 19 shares — an estimated $3.2K sold.

Global Wealth Strategies & Associates first reported a position in MS in Q4 2022 and held it in 10 quarters. The position peaked at $10.7K in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 19 Morgan Stanley shares in Q2 2026, an estimated $3.2K.
  • Global Wealth Strategies & Associates first reported a position in Morgan Stanley in Q4 2022 and held it in 10 quarters.
  • Global Wealth Strategies & Associates's Morgan Stanley position peaked at $10.7K in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.