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Gallagher Capital Advisors’s Morgan Stanley MS Stock Holding History

Gallagher Capital Advisors’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
Q3 		– Sell
-10,115
Closed -$2.11M – 75
2026
Q2 		$2.11M Buy
10,115
+52
+0.5% +$10.3K 1.21% 27
2026
Q1 		$1.66M Sell
10,063
-35
-0.3% -$6.06K 1.08% 31
2025
Q4 		$1.84M Buy
10,098
+61
+0.6% +$10.2K 1.19% 28
2025
Q3 		$1.63M Buy
10,037
+68
+0.7% +$10K 0.94% 28
2025
Q2 		$1.42M Buy
9,969
+70
+0.7% +$8.6K 1.15% 28
2025
Q1 		$1.15M Buy
9,899
+394
+4% +$50.8K 0.88% 31
2024
Q4 		$1.2M Buy
+9,505
New +$1.17M 0.87% 28

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Gallagher Capital Advisors's MS Position: Q3 2026 in Review

Gallagher Capital Advisors sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 10,115 shares — an estimated $2.11M sold.

Gallagher Capital Advisors first reported a position in MS in Q4 2024 and held it in 7 quarters. The position peaked at $2.11M in Q2 2026. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Gallagher Capital Advisors reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • Gallagher Capital Advisors sold 10,115 Morgan Stanley shares in Q3 2026, an estimated $2.11M.
  • Gallagher Capital Advisors first reported a position in Morgan Stanley in Q4 2024 and held it in 7 quarters.
  • Gallagher Capital Advisors's Morgan Stanley position peaked at $2.11M in Q2 2026.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Gallagher Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.