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Goldstein Advisors’s Morgan Stanley MS Stock Holding History

Goldstein Advisors’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 		$474K Buy
2,269
+696
+44% +$138K 0.04% 139
2026
Q1 		$259K Buy
1,573
+139
+10% +$24.1K 0.03% 173
2025
Q4 		$255K Buy
1,434
+50
+4% +$8.34K 0.03% 175
2025
Q3 		$220K Sell
1,384
-259
-16% -$38.2K 0.03% 191
2025
Q2 		$231K Sell
1,643
-173
-10% -$21.2K 0.03% 169
2025
Q1 		$212K Sell
1,816
-153
-8% -$19.7K 0.03% 173
2024
Q4 		$248K Buy
1,969
+21
+1% +$2.59K 0.04% 156
2024
Q3 		$203K Buy
+1,948
New +$196K 0.03% 175

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

Goldstein Advisors's MS Position: Q2 2026 in Review

Goldstein Advisors increased its Morgan Stanley (MS) stake by 44% in Q2 2026, buying an estimated $138K and bringing the position to 2,269 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #139.

Goldstein Advisors first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Goldstein Advisors held 2,269 shares of Morgan Stanley worth $474K as of Q2 2026.
  • Goldstein Advisors bought 696 Morgan Stanley shares in Q2 2026, an estimated $138K.
  • Morgan Stanley made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #139 holding.
  • Goldstein Advisors first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.