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GAM Holding’s Morgan Stanley MS Stock Holding History

GAM Holding’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
2025
Q4 		$4.64M Buy
26,130
+23,576
+923% +$3.93M 0.3% 90
2025
Q3 		$406K Buy
+2,554
New +$377K 0.03% 238
2025
Q1 		– Sell
-8,321
Closed -$1.05M – 190
2024
Q4 		$1.05M Buy
+8,321
New +$1.02M 0.08% 153
2019
Q4 		– Sell
-6,260
Closed -$267K – 720
2019
Q3 		$267K Sell
6,260
-146
-2% -$6.24K 0.01% 746
2019
Q2 		$281K Sell
6,406
-17,039
-73% -$760K 0.01% 793
2019
Q1 		$990K Buy
+23,445
New +$987K 0.04% 432
2017
Q3 		– Sell
-333,878
Closed -$14.9M – 798
2017
Q2 		$14.9M Buy
333,878
+15,205
+5% +$656K 0.22% 118
2017
Q1 		$13.7M Buy
318,673
+151,560
+91% +$6.73M 0.22% 126
2016
Q4 		$7.06M Sell
167,113
-830
-0.5% -$31.4K 0.12% 201
2016
Q3 		$5.38M Sell
167,943
-2,008
-1% -$59.9K 0.09% 242
2016
Q2 		$4.42M Buy
169,951
+2,473
+1% +$64.7K 0.07% 332
2016
Q1 		$4.2M Sell
167,478
-4,932
-3% -$126K 0.07% 306
2015
Q4 		$5.48M Buy
172,410
+3,386
+2% +$113K 0.09% 245
2015
Q3 		$5.32M Sell
169,024
-15,103
-8% -$550K 0.09% 244
2015
Q2 		$7.14M Sell
184,127
-85
-0% -$3.23K 0.1% 223
2015
Q1 		$6.57M Sell
184,212
-2,908
-2% -$104K 0.1% 238
2014
Q4 		$7.26M Sell
187,120
-14,825
-7% -$527K 0.11% 218
2014
Q3 		$6.98M Buy
201,945
+2,671
+1% +$89K 0.1% 234
2014
Q2 		$6.44M Sell
199,274
-4,002
-2% -$123K 0.1% 237
2014
Q1 		$6.34M Sell
203,276
-1,641
-0.8% -$50.7K 0.1% 234
2013
Q4 		$6.43M Sell
204,917
-2,922
-1% -$86.9K 0.11% 213
2013
Q3 		$5.6M Buy
207,839
+13,500
+7% +$362K 0.1% 228
2013
Q2 		$4.75M Buy
+194,339
New +$4.61M 0.1% 234

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GAM Holding's MS Position: Q4 2025 in Review

GAM Holding increased its Morgan Stanley (MS) stake by 923% in Q4 2025, buying an estimated $3.93M and bringing the position to 26,130 shares worth $4.64M. The position accounts for 0.3% of the portfolio, ranked #90.

GAM Holding first reported a position in MS in Q2 2013 and has held it in 23 quarters since. The position peaked at $14.9M in Q2 2017. 2,522 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • GAM Holding held 26,130 shares of Morgan Stanley worth $4.64M as of Q4 2025.
  • GAM Holding bought 23,576 Morgan Stanley shares in Q4 2025, an estimated $3.93M.
  • Morgan Stanley made up 0.3% of GAM Holding's portfolio in Q4 2025, its #90 holding.
  • GAM Holding first reported a position in Morgan Stanley in Q2 2013 and has held it in 23 quarters since.
  • GAM Holding's Morgan Stanley position peaked at $14.9M in Q2 2017.
  • 2,522 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on GAM Holding's 13F filing for Q4 2025, filed 17 Feb 2026.