GoalVest Advisory’s Morgan Stanley MS Stock Holding History

GoalVest 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	$112K	Buy	537 +112	+26%	+$22.2K	0.02%	151
2026 Q1	$69.9K	Buy	425 +45	+12%	+$7.79K	0.01%	198
2025 Q4	$67.5K	Buy	380 +349	+1,126%	+$58.2K	0.01%	210
2025 Q3	$4.93K	Sell	31 -1	-3%	-$148	﹤0.01%	366
2025 Q2	$4.51K	Buy	32 +14	+78%	+$1.72K	﹤0.01%	329
2025 Q1	$2.1K	Buy	+18	New	+$2.32K	﹤0.01%	309
2023 Q2	–	Sell	-12	Closed	-$1.05K	–	394
2023 Q1	$1.05K	Sell	12 -388	-97%	-$36.2K	﹤0.01%	236
2022 Q4	$34K	Hold	400	–	–	0.02%	126
2022 Q3	$32K	Hold	400	–	–	0.02%	131
2022 Q2	$30K	Buy	400 +388	+3,233%	+$31.8K	0.02%	193
2022 Q1	$1K	Buy	+12	New	+$1.16K	﹤0.01%	350
2021 Q2	$8K	Buy	83 +68	+453%	+$5.83K	0.01%	206
2021 Q1	$1K	Buy	+15	New	+$1.15K	﹤0.01%	173

Other funds holding MS

HCM

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

AAMU

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

DLA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CRM

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

CNB

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

GoalVest Advisory's MS Position: Q2 2026 in Review

GoalVest Advisory increased its Morgan Stanley (MS) stake by 26% in Q2 2026, buying an estimated $22.2K and bringing the position to 537 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #151.

GoalVest Advisory first reported a position in MS in Q1 2021 and has held it in 13 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

GoalVest Advisory held 537 shares of Morgan Stanley worth $112K as of Q2 2026.
GoalVest Advisory bought 112 Morgan Stanley shares in Q2 2026, an estimated $22.2K.
Morgan Stanley made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #151 holding.
GoalVest Advisory first reported a position in Morgan Stanley in Q1 2021 and has held it in 13 quarters since.
458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.