Gemmer Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $330K | Sell |
1,753
-175
| -9% | -$37.2K | 0.02% | 142 |
|
|
2026
Q2 | $403K | Buy |
1,928
+23
| +1% | +$4.56K | 0.03% | 126 |
|
|
2026
Q1 | $314K | Buy |
1,905
+9
| +0.5% | +$1.56K | 0.02% | 141 |
|
|
2025
Q4 | $337K | Hold |
1,896
| – | – | 0.03% | 139 |
|
|
2025
Q3 | $302K | Sell |
1,896
-1
| -0.1% | -$148 | 0.02% | 137 |
|
|
2025
Q2 | $267K | Buy |
1,897
+9
| +0.5% | +$1.1K | 0.02% | 137 |
|
|
2025
Q1 | $220K | Buy |
+1,888
| New | +$243K | 0.02% | 145 |
|
|
2022
Q2 | – | Sell |
-609
| Closed | -$53K | – | 748 |
|
|
2022
Q1 | $53K | Sell |
609
-175
| -22% | -$16.9K | 0.01% | 251 |
|
|
2021
Q4 | $77K | Hold |
784
| – | – | 0.01% | 209 |
|
|
2021
Q3 | $76K | Hold |
784
| – | – | 0.01% | 188 |
|
|
2021
Q2 | $72K | Buy |
784
+33
| +4% | +$2.83K | 0.01% | 215 |
|
|
2021
Q1 | $58K | Buy |
751
+141
| +23% | +$10.8K | 0.01% | 224 |
|
|
2020
Q4 | $42K | Hold |
610
| – | – | 0.01% | 263 |
|
|
2020
Q3 | $29K | Hold |
610
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $29K | Hold |
610
| – | – | 0.01% | 290 |
|
|
2020
Q1 | $21K | Hold |
610
| – | – | 0.01% | 321 |
|
|
2019
Q4 | $31K | Sell |
610
-14
| -2% | -$663 | 0.01% | 276 |
|
|
2019
Q3 | $27K | Buy |
624
+14
| +2% | +$598 | 0.01% | 314 |
|
|
2019
Q2 | $27K | Hold |
610
| – | – | 0.01% | 302 |
|
|
2019
Q1 | $26K | Sell |
610
-81
| -12% | -$3.41K | 0.01% | 324 |
|
|
2018
Q4 | $27K | Hold |
691
| – | – | 0.01% | 268 |
|
|
2018
Q3 | $32K | Sell |
691
-20
| -3% | -$977 | 0.01% | 261 |
|
|
2018
Q2 | $34K | Hold |
711
| – | – | 0.01% | 252 |
|
|
2018
Q1 | $38K | Hold |
711
| – | – | 0.01% | 224 |
|
|
2017
Q4 | $37K | Hold |
711
| – | – | 0.01% | 240 |
|
|
2017
Q3 | $34K | Hold |
711
| – | – | 0.01% | 232 |
|
|
2017
Q2 | $32K | Hold |
711
| – | – | 0.01% | 250 |
|
|
2017
Q1 | $30K | Hold |
711
| – | – | 0.01% | 247 |
|
|
2016
Q4 | $30K | Buy |
711
+20
| +3% | +$756 | 0.02% | 234 |
|
|
2016
Q3 | $22K | Sell |
691
-1
| -0.1% | -$30 | 0.01% | 303 |
|
|
2016
Q2 | $18K | Hold |
692
| – | – | 0.01% | 338 |
|
|
2016
Q1 | $17K | Sell |
692
-83
| -11% | -$2.12K | 0.01% | 355 |
|
|
2015
Q4 | $25K | Buy |
775
+85
| +12% | +$2.82K | 0.01% | 255 |
|
|
2015
Q3 | $22K | Hold |
690
| – | – | 0.01% | 297 |
|
|
2015
Q2 | $27K | Hold |
690
| – | – | 0.02% | 259 |
|
|
2015
Q1 | $25K | Hold |
690
| – | – | 0.02% | 298 |
|
|
2014
Q4 | $27K | Hold |
690
| – | – | 0.02% | 260 |
|
|
2014
Q3 | $24K | Hold |
690
| – | – | 0.02% | 268 |
|
|
2014
Q2 | $22K | Buy |
+690
| New | +$21.3K | 0.01% | 288 |
|
Other funds holding MS
Gemmer Asset Management's MS Position: Q3 2026 in Review
Gemmer Asset Management reduced its Morgan Stanley (MS) stake by 9.1% in Q3 2026, selling an estimated $37.2K and leaving 1,753 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #142.
Gemmer Asset Management first reported a position in MS in Q2 2014 and has held it in 39 quarters since. The position peaked at $403K in Q2 2026. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.
- Gemmer Asset Management held 1,753 shares of Morgan Stanley worth $330K as of Q3 2026.
- Gemmer Asset Management sold 175 Morgan Stanley shares in Q3 2026, an estimated $37.2K.
- Morgan Stanley made up 0.02% of Gemmer Asset Management's portfolio in Q3 2026, its #142 holding.
- Gemmer Asset Management first reported a position in Morgan Stanley in Q2 2014 and has held it in 39 quarters since.
- Gemmer Asset Management's Morgan Stanley position peaked at $403K in Q2 2026.
- 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.
Based on Gemmer Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.