GI
MS icon

GAMMA Investing’s Morgan Stanley MS Stock Holding History

GAMMA Investing’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 		$7.83M Buy
41,646
+2,016
+5% +$428K 0.27% 58
2026
Q2 		$8.28M Buy
39,630
+4,523
+13% +$896K 0.31% 49
2026
Q1 		$5.78M Buy
35,107
+2,013
+6% +$349K 0.27% 57
2025
Q4 		$5.88M Buy
33,094
+2,650
+9% +$442K 0.3% 49
2025
Q3 		$4.84M Buy
30,444
+2,123
+7% +$313K 0.27% 55
2025
Q2 		$3.99M Buy
28,321
+4,743
+20% +$583K 0.25% 58
2025
Q1 		$2.75M Buy
23,578
+1,426
+6% +$184K 0.21% 83
2024
Q4 		$2.78M Buy
22,152
+1,840
+9% +$227K 0.24% 71
2024
Q3 		$2.12M Buy
20,312
+5,576
+38% +$562K 0.21% 87
2024
Q2 		$1.43M Buy
14,736
+4,411
+43% +$420K 0.2% 86
2024
Q1 		$972K Buy
10,325
+808
+8% +$71.2K 0.2% 85
2023
Q4 		$830K Buy
+9,517
New +$761K 0.22% 71

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

GAMMA Investing's MS Position: Q3 2026 in Review

GAMMA Investing increased its Morgan Stanley (MS) stake by 5.1% in Q3 2026, buying an estimated $428K and bringing the position to 41,646 shares worth $7.83M. The position accounts for 0.27% of the portfolio, ranked #58.

GAMMA Investing first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.28M in Q2 2026. 76 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • GAMMA Investing held 41,646 shares of Morgan Stanley worth $7.83M as of Q3 2026.
  • GAMMA Investing bought 2,016 Morgan Stanley shares in Q3 2026, an estimated $428K.
  • Morgan Stanley made up 0.27% of GAMMA Investing's portfolio in Q3 2026, its #58 holding.
  • GAMMA Investing first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Morgan Stanley position peaked at $8.28M in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.