Gables Capital Management’s Morgan Stanley MS Stock Holding History

Gables Capital Management’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	$17K	Hold	103	–	–	0.01%	322
2025 Q4	$18.3K	Hold	103	–	–	0.01%	313
2025 Q3	$16.4K	Hold	103	–	–	0.01%	326
2025 Q2	$14.5K	Hold	103	–	–	0.01%	331
2025 Q1	$12K	Hold	103	–	–	0.01%	346
2024 Q4	$12.9K	Hold	103	–	–	0.01%	339
2024 Q3	$10.7K	Sell	103 -17	-14%	-$1.71K	0.01%	359
2024 Q2	$11.7K	Hold	120	–	–	0.01%	318
2024 Q1	$11.3K	Hold	120	–	–	0.01%	319
2023 Q4	$11.2K	Hold	120	–	–	0.01%	305
2023 Q3	$9.8K	Hold	120	–	–	0.01%	294
2023 Q2	$10.2K	Hold	120	–	–	0.01%	298
2023 Q1	$10.5K	Buy	120 +20	+20%	+$1.87K	0.01%	289
2022 Q4	$8.5K	Hold	100	–	–	0.01%	298
2022 Q3	$8K	Hold	100	–	–	0.01%	288
2022 Q2	$8K	Hold	100	–	–	0.01%	304
2022 Q1	$9K	Hold	100	–	–	0.01%	306
2021 Q4	$10K	Hold	100	–	–	0.01%	298
2021 Q3	$10K	Hold	100	–	–	0.01%	294
2021 Q2	$9K	Hold	100	–	–	0.01%	300
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	328
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	319
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	333
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	322
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	371
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	320
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	329
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	311
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	318
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	319
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	328
2018 Q2	$5K	Buy	+100	New	+$5.22K	﹤0.01%	331

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Gables Capital Management's MS Position: Q1 2026 in Review

Gables Capital Management held its Morgan Stanley (MS) position steady in Q1 2026 at 103 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #322.

Gables Capital Management first reported a position in MS in Q2 2018 and has held it in 32 quarters since. The position peaked at $18.3K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Gables Capital Management held 103 shares of Morgan Stanley worth $17K as of Q1 2026.
Gables Capital Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.01% of Gables Capital Management's portfolio in Q1 2026, its #322 holding.
Gables Capital Management first reported a position in Morgan Stanley in Q2 2018 and has held it in 32 quarters since.
Gables Capital Management's Morgan Stanley position peaked at $18.3K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Gables Capital Management's 13F filing for Q1 2026, filed 1 May 2026.