GWN Securities’s Morgan Stanley MS Stock Holding History

GWN Securities’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 Q2	–	Sell	-4,753	Closed	-$610K	–	597
2025 Q1	$610K	Buy	4,753 +2,902	+157%	+$374K	0.03%	415
2024 Q4	$255K	Buy	+1,851	New	+$228K	0.07%	282

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GWN Securities's MS Position: Q2 2025 in Review

GWN Securities sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 4,753 shares — an estimated $610K sold.

GWN Securities first reported a position in MS in Q4 2024 and held it in 2 quarters. The position peaked at $610K in Q1 2025. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

GWN Securities reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 4,753 Morgan Stanley shares in Q2 2025, an estimated $610K.
GWN Securities first reported a position in Morgan Stanley in Q4 2024 and held it in 2 quarters.
GWN Securities's Morgan Stanley position peaked at $610K in Q1 2025.
2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.