Golden State Equity Partners’s Morgan Stanley MS Stock Holding History

Golden State Equity Partners’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	$11.3K	Sell	54 -13,712	-100%	-$2.72M	0.03%	220
2026 Q1	$2.27M	Buy	13,766 +2,468	+22%	+$427K	0.17%	135
2025 Q4	$2.01M	Sell	11,298 -891	-7%	-$149K	0.32%	60
2025 Q3	$1.94M	Sell	12,189 -1,054	-8%	-$156K	0.33%	61
2025 Q2	$1.87M	Sell	13,243 -372	-3%	-$45.7K	0.35%	60
2025 Q1	$1.59M	Sell	13,615 -61	-0.4%	-$7.86K	0.31%	78
2024 Q4	$1.72M	Buy	13,676 +2,701	+25%	+$333K	0.33%	65
2024 Q3	$1.14M	Sell	10,975 -1,153	-10%	-$116K	0.6%	27
2024 Q2	$1.18M	Buy	+12,128	New	+$1.15M	0.25%	100
2023 Q4	$890K	Sell	9,540 -693	-7%	-$55.4K	0.22%	113
2023 Q3	$836K	Sell	10,233 -3,723	-27%	-$323K	0.23%	107
2023 Q2	$1.19M	Buy	13,956 +3,581	+35%	+$306K	0.34%	70
2023 Q1	$911K	Buy	+10,375	New	+$968K	0.49%	63

Other funds holding MS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Golden State Equity Partners's MS Position: Q2 2026 in Review

Golden State Equity Partners reduced its Morgan Stanley (MS) stake by 100% in Q2 2026, selling an estimated $2.72M and leaving 54 shares worth $11.3K. The position accounts for 0.03% of the portfolio, ranked #220.

Golden State Equity Partners first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.27M in Q1 2026. 1,450 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Golden State Equity Partners held 54 shares of Morgan Stanley worth $11.3K as of Q2 2026.
Golden State Equity Partners sold 13,712 Morgan Stanley shares in Q2 2026, an estimated $2.72M.
Morgan Stanley made up 0.03% of Golden State Equity Partners's portfolio in Q2 2026, its #220 holding.
Golden State Equity Partners first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
Golden State Equity Partners's Morgan Stanley position peaked at $2.27M in Q1 2026.
1,450 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.