GSWM
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Golden State Wealth Management’s Morgan Stanley MS Stock Holding History

Golden State Wealth Management’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 		$596K Buy
2,852
+31
+1% +$6.14K 0.05% 259
2026
Q1 		$464K Sell
2,821
-124
-4% -$21.5K 0.05% 258
2025
Q4 		$523K Buy
2,945
+8
+0.3% +$1.33K 0.06% 244
2025
Q3 		$467K Buy
2,937
+20
+0.7% +$2.95K 0.05% 251
2025
Q2 		$411K Buy
2,917
+122
+4% +$15K 0.05% 268
2025
Q1 		$326K Buy
2,795
+115
+4% +$14.8K 0.05% 278
2024
Q4 		$337K Buy
+2,680
New +$330K 0.05% 259
2020
Q2 		– Sell
-41
Closed -$1K – 636
2020
Q1 		$1K Buy
+41
New +$1.93K ﹤0.01% 923
2019
Q4 		– Sell
-14,425
Closed -$616K – 608
2019
Q3 		$616K Sell
14,425
-51
-0.4% -$2.18K 0.2% 89
2019
Q2 		$634K Sell
14,476
-125
-0.9% -$5.58K 0.2% 100
2019
Q1 		$616K Buy
+14,601
New +$614K 0.21% 102

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Golden State Wealth Management's MS Position: Q2 2026 in Review

Golden State Wealth Management increased its Morgan Stanley (MS) stake by 1.1% in Q2 2026, buying an estimated $6.14K and bringing the position to 2,852 shares worth $596K. The position accounts for 0.05% of the portfolio, ranked #259.

Golden State Wealth Management first reported a position in MS in Q1 2019 and has held it in 11 quarters since. The position peaked at $634K in Q2 2019. 955 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Golden State Wealth Management held 2,852 shares of Morgan Stanley worth $596K as of Q2 2026.
  • Golden State Wealth Management bought 31 Morgan Stanley shares in Q2 2026, an estimated $6.14K.
  • Morgan Stanley made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #259 holding.
  • Golden State Wealth Management first reported a position in Morgan Stanley in Q1 2019 and has held it in 11 quarters since.
  • Golden State Wealth Management's Morgan Stanley position peaked at $634K in Q2 2019.
  • 955 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.