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Gallagher Fiduciary Advisors’s Morgan Stanley MS Stock Holding History

Gallagher Fiduciary 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
Q2 		$800K Sell
3,825
-63
-2% -$12.5K 0.03% 133
2026
Q1 		$640K Buy
3,888
+82
+2% +$14.2K 0.02% 122
2025
Q4 		$676K Buy
3,806
+218
+6% +$36.4K 0.02% 141
2025
Q3 		$570K Buy
3,588
+111
+3% +$16.4K 0.02% 139
2025
Q2 		$490K Buy
3,477
+224
+7% +$27.5K 0.02% 183
2025
Q1 		$379K Buy
3,253
+71
+2% +$9.15K 0.01% 191
2024
Q4 		$400K Buy
3,182
+451
+17% +$55.5K 0.08% 174
2024
Q3 		$285K Buy
2,731
+87
+3% +$8.76K 0.06% 204
2024
Q2 		$257K Buy
+2,644
New +$252K 0.06% 187

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gallagher Fiduciary Advisors's MS Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Morgan Stanley (MS) stake by 1.6% in Q2 2026, selling an estimated $12.5K and leaving 3,825 shares worth $800K. The position accounts for 0.03% of the portfolio, ranked #133.

Gallagher Fiduciary Advisors first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Gallagher Fiduciary Advisors held 3,825 shares of Morgan Stanley worth $800K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 63 Morgan Stanley shares in Q2 2026, an estimated $12.5K.
  • Morgan Stanley made up 0.03% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #133 holding.
  • Gallagher Fiduciary Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.