Bill Gates’s Morgan Stanley MS Stock Holding History

Bill Gates’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
2023 Q4	–	Sell	-27,880	Closed	-$2.28M	–	54
2023 Q3	$2.28M	Buy	+27,880	New	+$2.42M	0.01%	57

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bill Gates's MS Position: Q4 2023 in Review

Bill Gates sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 27,880 shares — an estimated $2.28M sold.

Bill Gates first reported a position in MS in Q3 2023 and held it in 1 quarter. The position peaked at $2.28M in Q3 2023. 1,758 funds tracked by Wall St. Rank hold MS as of Q4 2023.

Bill Gates reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 27,880 Morgan Stanley shares in Q4 2023, an estimated $2.28M.
Bill Gates first reported a position in Morgan Stanley in Q3 2023 and held it in 1 quarter.
Bill Gates's Morgan Stanley position peaked at $2.28M in Q3 2023.
1,758 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.