GFA
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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
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 $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