GCA
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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
Q1 		$1.66M Sell
10,063
-35
-0.3% -$6.06K 1.12% 29
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gallagher Capital Advisors's MS Position: Q1 2026 in Review

Gallagher Capital Advisors reduced its Morgan Stanley (MS) stake by 0.35% in Q1 2026, selling an estimated $6.06K and leaving 10,063 shares worth $1.66M. The position accounts for 1.12% of the portfolio, ranked #29.

Gallagher Capital Advisors first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.84M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Gallagher Capital Advisors held 10,063 shares of Morgan Stanley worth $1.66M as of Q1 2026.
  • Gallagher Capital Advisors sold 35 Morgan Stanley shares in Q1 2026, an estimated $6.06K.
  • Morgan Stanley made up 1.12% of Gallagher Capital Advisors's portfolio in Q1 2026, its #29 holding.
  • Gallagher Capital Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Gallagher Capital Advisors's Morgan Stanley position peaked at $1.84M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Gallagher Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.