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GPS Wealth Strategies Group’s Morgan Stanley MS Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-1,284
Closed -$204K – 1195
2025
Q3 		$204K Sell
1,284
-57
-4% -$8.42K 0.02% 338
2025
Q2 		$189K Buy
1,341
+7
+0.5% +$860 0.02% 335
2025
Q1 		$156K Buy
1,334
+121
+10% +$15.6K 0.02% 358
2024
Q4 		$152K Sell
1,213
-40
-3% -$4.93K 0.02% 342
2024
Q3 		$131K Hold
1,253
– – 0.02% 382
2024
Q2 		$122K Sell
1,253
-89
-7% -$8.47K 0.02% 358
2024
Q1 		$126K Sell
1,342
-19
-1% -$1.67K 0.02% 331
2023
Q4 		$127K Sell
1,361
-13,662
-91% -$1.09M 0.02% 311
2023
Q3 		$1.23M Sell
15,023
-47
-0.3% -$4.08K 0.24% 82
2023
Q2 		$1.29M Sell
15,070
-457
-3% -$39.1K 0.24% 77
2023
Q1 		$1.36M Buy
15,527
+309
+2% +$28.8K 0.28% 64
2022
Q4 		$1.29M Buy
15,218
+375
+3% +$32K 0.39% 55
2022
Q3 		$1.17M Sell
14,843
-325
-2% -$27.4K 0.3% 58
2022
Q2 		$1.15M Sell
15,168
-1,435
-9% -$118K 0.3% 60
2022
Q1 		$1.45M Sell
16,603
-254
-2% -$24.5K 0.33% 49
2021
Q4 		$1.66M Buy
16,857
+567
+3% +$56.5K 0.37% 47
2021
Q3 		$1.58M Sell
16,290
-1,026
-6% -$102K 0.39% 46
2021
Q2 		$1.59M Buy
17,316
+2,042
+13% +$175K 0.4% 44
2021
Q1 		$1.19M Buy
+15,274
New +$1.17M 0.35% 48

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GPS Wealth Strategies Group's MS Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 1,284 shares — an estimated $204K sold.

GPS Wealth Strategies Group first reported a position in MS in Q1 2021 and held it in 19 quarters. The position peaked at $1.66M in Q4 2021. 2,522 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,284 Morgan Stanley shares in Q4 2025, an estimated $204K.
  • GPS Wealth Strategies Group first reported a position in Morgan Stanley in Q1 2021 and held it in 19 quarters.
  • GPS Wealth Strategies Group's Morgan Stanley position peaked at $1.66M in Q4 2021.
  • 2,522 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.