MGIA
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Matthew Goff Investment Advisor’s Morgan Stanley MS Stock Holding History

Matthew Goff Investment Advisor’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 		$484K Hold
2,316
– – 0.08% 73
2026
Q1 		$381K Buy
2,316
+298
+15% +$51.6K 0.06% 93
2025
Q4 		$358K Sell
2,018
-324
-14% -$54K 0.06% 78
2025
Q3 		$372K Buy
2,342
+127
+6% +$18.8K 0.06% 82
2025
Q2 		$312K Buy
+2,215
New +$272K 0.06% 86

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Matthew Goff Investment Advisor's MS Position: Q2 2026 in Review

Matthew Goff Investment Advisor held its Morgan Stanley (MS) position steady in Q2 2026 at 2,316 shares worth $484K. The position accounts for 0.08% of the portfolio, ranked #73.

Matthew Goff Investment Advisor first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Matthew Goff Investment Advisor held 2,316 shares of Morgan Stanley worth $484K as of Q2 2026.
  • Matthew Goff Investment Advisor left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.08% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #73 holding.
  • Matthew Goff Investment Advisor first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.