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 Q3	$109K	Buy	579 +42	+8%	+$8.92K	0.02%	157
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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

GoalVest Advisory's MS Position: Q3 2026 in Review

GoalVest Advisory increased its Morgan Stanley (MS) stake by 7.8% in Q3 2026, buying an estimated $8.92K and bringing the position to 579 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #157.

GoalVest Advisory first reported a position in MS in Q1 2021 and has held it in 14 quarters since. The position peaked at $112K in Q2 2026. 949 funds tracked by Wall St. Rank hold MS as of Q3 2026.

GoalVest Advisory held 579 shares of Morgan Stanley worth $109K as of Q3 2026.
GoalVest Advisory bought 42 Morgan Stanley shares in Q3 2026, an estimated $8.92K.
Morgan Stanley made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #157 holding.
GoalVest Advisory first reported a position in Morgan Stanley in Q1 2021 and has held it in 14 quarters since.
GoalVest Advisory's Morgan Stanley position peaked at $112K in Q2 2026.
949 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.