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Gateway Investment Advisers’s Morgan Stanley MS Stock Holding History

Gateway Investment Advisers’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 		$93.1M Buy
445,166
+467
+0.1% +$92.5K 0.92% 20
2026
Q1 		$73.2M Buy
444,699
+5,350
+1% +$926K 0.82% 22
2025
Q4 		$78M Buy
439,349
+1,009
+0.2% +$168K 0.73% 25
2025
Q3 		$69.7M Sell
438,340
-3,319
-0.8% -$490K 0.67% 29
2025
Q2 		$62.2M Sell
441,659
-2,276
-0.5% -$280K 0.68% 29
2025
Q1 		$51.8M Buy
443,935
+3,573
+0.8% +$460K 0.59% 39
2024
Q4 		$55.4M Sell
440,362
-5,669
-1% -$698K 0.62% 34
2024
Q3 		$46.5M Sell
446,031
-63,316
-12% -$6.38M 0.51% 53
2024
Q2 		$49.5M Sell
509,347
-19,475
-4% -$1.85M 0.56% 42
2024
Q1 		$49.8M Buy
528,822
+132
+0% +$11.6K 0.57% 45
2023
Q4 		$49.3M Sell
528,690
-2,179
-0.4% -$174K 0.57% 40
2023
Q3 		$43.4M Sell
530,869
-25,749
-5% -$2.24M 0.54% 47
2023
Q2 		$47.5M Buy
556,618
+501
+0.1% +$42.8K 0.56% 46
2023
Q1 		$48.8M Sell
556,117
-45,192
-8% -$4.22M 0.6% 42
2022
Q4 		$51.1M Buy
601,309
+3,634
+0.6% +$310K 0.63% 40
2022
Q3 		$47.2M Sell
597,675
-3,918
-0.7% -$330K 0.59% 43
2022
Q2 		$45.8M Buy
601,593
+1,541
+0.3% +$126K 0.52% 55
2022
Q1 		$52.4M Sell
600,052
-32,121
-5% -$3.1M 0.52% 52
2021
Q4 		$62.1M Buy
632,173
+1,162
+0.2% +$116K 0.59% 42
2021
Q3 		$61.4M Sell
631,011
-700
-0.1% -$69.4K 0.64% 36
2021
Q2 		$57.9M Buy
631,711
+29,855
+5% +$2.56M 0.59% 43
2021
Q1 		$46.7M Buy
601,856
+53,453
+10% +$4.1M 0.51% 58
2020
Q4 		$37.6M Buy
548,403
+2,498
+0.5% +$143K 0.41% 63
2020
Q3 		$26.4M Sell
545,905
-1,216
-0.2% -$61.3K 0.31% 78
2020
Q2 		$26.4M Sell
547,121
-90,142
-14% -$3.79M 0.31% 78
2020
Q1 		$21.7M Sell
637,263
-246,117
-28% -$11.6M 0.27% 91
2019
Q4 		$45.2M Sell
883,380
-110,545
-11% -$5.23M 0.45% 57
2019
Q3 		$42.4M Sell
993,925
-40,496
-4% -$1.73M 0.43% 60
2019
Q2 		$45.3M Sell
1,034,421
-5,339
-0.5% -$238K 0.41% 62
2019
Q1 		$43.9M Sell
1,039,760
-6,590
-0.6% -$277K 0.39% 67
2018
Q4 		$41.5M Sell
1,046,350
-846
-0.1% -$36.9K 0.39% 73
2018
Q3 		$48.8M Buy
1,047,196
+84,482
+9% +$4.13M 0.41% 69
2018
Q2 		$45.6M Sell
962,714
-7,220
-0.7% -$377K 0.4% 69
2018
Q1 		$52.3M Buy
969,934
+8,729
+0.9% +$483K 0.46% 61
2017
Q4 		$50.4M Sell
961,205
-47,672
-5% -$2.41M 0.43% 69
2017
Q3 		$48.6M Buy
1,008,877
+22,287
+2% +$1.03M 0.42% 68
2017
Q2 		$44M Buy
986,590
+2,074
+0.2% +$89.4K 0.39% 73
2017
Q1 		$42.2M Sell
984,516
-52,737
-5% -$2.34M 0.39% 69
2016
Q4 		$43.8M Sell
1,037,253
-182,072
-15% -$6.88M 0.41% 68
2016
Q3 		$39.1M Buy
1,219,325
+85,907
+8% +$2.56M 0.35% 83
2016
Q2 		$29.4M Buy
1,133,418
+1,157
+0.1% +$30.3K 0.25% 108
2016
Q1 		$28.3M Sell
1,132,261
-121,141
-10% -$3.09M 0.25% 112
2015
Q4 		$39.9M Sell
1,253,402
-2,210
-0.2% -$73.4K 0.33% 81
2015
Q3 		$39.6M Sell
1,255,612
-3,846
-0.3% -$140K 0.35% 79
2015
Q2 		$48.9M Sell
1,259,458
-701
-0.1% -$26.7K 0.41% 75
2015
Q1 		$45M Buy
1,260,159
+1,525
+0.1% +$54.7K 0.37% 79
2014
Q4 		$48.8M Sell
1,258,634
-39,546
-3% -$1.41M 0.4% 76
2014
Q3 		$44.9M Buy
1,298,180
+16,195
+1% +$540K 0.35% 81
2014
Q2 		$41.4M Buy
1,281,985
+1,174
+0.1% +$36.2K 0.32% 90
2014
Q1 		$39.9M Sell
1,280,811
-45,076
-3% -$1.39M 0.32% 92
2013
Q4 		$41.6M Sell
1,325,887
-47,119
-3% -$1.4M 0.33% 83
2013
Q3 		$37M Sell
1,373,006
-591,776
-30% -$15.9M 0.31% 90
2013
Q2 		$48M Buy
+1,964,782
New +$46.6M 0.42% 67

Other funds holding MS

Robeco Institutional Asset Management
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gateway Investment Advisers's MS Position: Q2 2026 in Review

Gateway Investment Advisers increased its Morgan Stanley (MS) stake by 0.11% in Q2 2026, buying an estimated $92.5K and bringing the position to 445,166 shares worth $93.1M. The position accounts for 0.92% of the portfolio, ranked #20.

Gateway Investment Advisers first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 738 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Gateway Investment Advisers held 445,166 shares of Morgan Stanley worth $93.1M as of Q2 2026.
  • Gateway Investment Advisers bought 467 Morgan Stanley shares in Q2 2026, an estimated $92.5K.
  • Morgan Stanley made up 0.92% of Gateway Investment Advisers's portfolio in Q2 2026, its #20 holding.
  • Gateway Investment Advisers first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • 738 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.