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GW Henssler & Associates’s Morgan Stanley MS Stock Holding History

GW Henssler & Associates’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 		$15.7M Sell
95,538
-626
-0.7% -$108K 0.74% 54
2025
Q4 		$17.1M Sell
96,164
-5,949
-6% -$992K 0.82% 54
2025
Q3 		$16.2M Sell
102,113
-1,372
-1% -$203K 0.81% 50
2025
Q2 		$14.6M Buy
+103,485
New +$12.7M 0.78% 55

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

GW Henssler & Associates's MS Position: Q1 2026 in Review

GW Henssler & Associates reduced its Morgan Stanley (MS) stake by 0.65% in Q1 2026, selling an estimated $108K and leaving 95,538 shares worth $15.7M. The position accounts for 0.74% of the portfolio, ranked #54.

GW Henssler & Associates first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.1M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • GW Henssler & Associates held 95,538 shares of Morgan Stanley worth $15.7M as of Q1 2026.
  • GW Henssler & Associates sold 626 Morgan Stanley shares in Q1 2026, an estimated $108K.
  • Morgan Stanley made up 0.74% of GW Henssler & Associates's portfolio in Q1 2026, its #54 holding.
  • GW Henssler & Associates first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • GW Henssler & Associates's Morgan Stanley position peaked at $17.1M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.