GCM
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Goldstream Capital Management’s Morgan Stanley MS Stock Holding History

Goldstream Capital 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
Q1 		– Sell
-2,377
Closed -$422K – 51
2025
Q4 		$422K Hold
2,377
– – 0.15% 40
2025
Q3 		$378K Hold
2,377
– – 0.09% 38
2025
Q2 		$335K Hold
2,377
– – 0.11% 39
2025
Q1 		$277K Hold
2,377
– – 0.12% 34
2024
Q4 		$299K Sell
2,377
-1,710
-42% -$211K 0.08% 33
2024
Q3 		$426K Buy
+4,087
New +$412K 0.14% 40

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

Goldstream Capital Management's MS Position: Q1 2026 in Review

Goldstream Capital Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 2,377 shares — an estimated $422K sold.

Goldstream Capital Management first reported a position in MS in Q3 2024 and held it in 6 quarters. The position peaked at $426K in Q3 2024. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Goldstream Capital Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Goldstream Capital Management sold 2,377 Morgan Stanley shares in Q1 2026, an estimated $422K.
  • Goldstream Capital Management first reported a position in Morgan Stanley in Q3 2024 and held it in 6 quarters.
  • Goldstream Capital Management's Morgan Stanley position peaked at $426K in Q3 2024.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Goldstream Capital Management's 13F filing for Q1 2026, filed 15 May 2026.