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 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

GAMMA Investing's MS Position: Q2 2026 in Review

GAMMA Investing increased its Morgan Stanley (MS) stake by 13% in Q2 2026, buying an estimated $896K and bringing the position to 39,630 shares worth $8.28M. The position accounts for 0.31% of the portfolio, ranked #49.

GAMMA Investing first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 653 funds tracked by Wall St. Rank hold MS as of Q2 2026.

GAMMA Investing held 39,630 shares of Morgan Stanley worth $8.28M as of Q2 2026.
GAMMA Investing bought 4,523 Morgan Stanley shares in Q2 2026, an estimated $896K.
Morgan Stanley made up 0.31% of GAMMA Investing's portfolio in Q2 2026, its #49 holding.
GAMMA Investing first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
653 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.