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Goldstone Financial Group’s Morgan Stanley MS Stock Holding History

Goldstone Financial Group’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
Q1 		$1.05M Sell
6,406
-2,062
-24% -$357K 0.11% 115
2025
Q4 		$1.5M Buy
8,468
+1,475
+21% +$246K 0.17% 85
2025
Q3 		$1.11M Sell
6,993
-20
-0.3% -$2.95K 0.13% 102
2025
Q2 		$1.01M Buy
7,013
+949
+16% +$117K 0.13% 99
2025
Q1 		$708K Buy
6,064
+168
+3% +$21.6K 0.11% 111
2024
Q4 		$741K Buy
5,896
+1,232
+26% +$152K 0.12% 102
2024
Q3 		$486K Buy
4,664
+528
+13% +$53.2K 0.08% 121
2024
Q2 		$402K Buy
4,136
+640
+18% +$60.9K 0.08% 125
2024
Q1 		$329K Buy
3,496
+196
+6% +$17.3K 0.08% 121
2023
Q4 		$308K Buy
3,300
+198
+6% +$15.8K 0.08% 121
2023
Q3 		$253K Sell
3,102
-201
-6% -$17.5K 0.08% 130
2023
Q2 		$282K Buy
3,303
+325
+11% +$27.8K 0.08% 128
2023
Q1 		$262K Buy
+2,978
New +$278K 0.09% 125

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldstone Financial Group's MS Position: Q1 2026 in Review

Goldstone Financial Group reduced its Morgan Stanley (MS) stake by 24% in Q1 2026, selling an estimated $357K and leaving 6,406 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #115.

Goldstone Financial Group first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.5M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Goldstone Financial Group held 6,406 shares of Morgan Stanley worth $1.05M as of Q1 2026.
  • Goldstone Financial Group sold 2,062 Morgan Stanley shares in Q1 2026, an estimated $357K.
  • Morgan Stanley made up 0.11% of Goldstone Financial Group's portfolio in Q1 2026, its #115 holding.
  • Goldstone Financial Group first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
  • Goldstone Financial Group's Morgan Stanley position peaked at $1.5M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.