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	–	315
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	–	388
2022 Q4	$8.16K	Buy	+96	New	+$8.18K	﹤0.01%	168

Other funds holding MS

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return