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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
Q2 		$19.6M Sell
93,644
-1,894
-2% -$375K 0.87% 42
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GW Henssler & Associates's MS Position: Q2 2026 in Review

GW Henssler & Associates reduced its Morgan Stanley (MS) stake by 2% in Q2 2026, selling an estimated $375K and leaving 93,644 shares worth $19.6M. The position accounts for 0.87% of the portfolio, ranked #42.

GW Henssler & Associates first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • GW Henssler & Associates held 93,644 shares of Morgan Stanley worth $19.6M as of Q2 2026.
  • GW Henssler & Associates sold 1,894 Morgan Stanley shares in Q2 2026, an estimated $375K.
  • Morgan Stanley made up 0.87% of GW Henssler & Associates's portfolio in Q2 2026, its #42 holding.
  • GW Henssler & Associates first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.