GWP
MS icon

Gateway Wealth Partners’s Morgan Stanley MS Stock Holding History

Gateway Wealth Partners’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 		$1.68M Sell
8,023
-2,284
-22% -$452K 0.1% 215
2026
Q1 		$1.7M Buy
+10,307
New +$1.78M 0.07% 281

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gateway Wealth Partners's MS Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Morgan Stanley (MS) stake by 22% in Q2 2026, selling an estimated $452K and leaving 8,023 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #215.

Gateway Wealth Partners first reported a position in MS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.7M in Q1 2026. 2,729 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Gateway Wealth Partners held 8,023 shares of Morgan Stanley worth $1.68M as of Q2 2026.
  • Gateway Wealth Partners sold 2,284 Morgan Stanley shares in Q2 2026, an estimated $452K.
  • Morgan Stanley made up 0.1% of Gateway Wealth Partners's portfolio in Q2 2026, its #215 holding.
  • Gateway Wealth Partners first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's Morgan Stanley position peaked at $1.7M in Q1 2026.
  • 2,729 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.