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GFG Capital’s Morgan Stanley MS Stock Holding History

GFG Capital’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
2025
Q4 		– Sell
-4,198
Closed -$667K – 66
2025
Q3 		$667K Hold
4,198
– – 0.23% 42
2025
Q2 		$591K Sell
4,198
-149
-3% -$18.3K 0.18% 53
2025
Q1 		$507K Sell
4,347
-16
-0.4% -$2.06K 0.15% 74
2024
Q4 		$549K Buy
+4,363
New +$537K 0.15% 68
2024
Q3 		– Sell
-4,400
Closed -$428K – 124
2024
Q2 		$428K Sell
4,400
-6,447
-59% -$614K 0.11% 83
2024
Q1 		$1.02M Sell
10,847
-43
-0.4% -$3.79K 0.26% 52
2023
Q4 		$1.02M Sell
10,890
-634
-6% -$50.7K 0.27% 58
2023
Q3 		$941K Buy
11,524
+221
+2% +$19.2K 0.3% 50
2023
Q2 		$965K Sell
11,303
-16
-0.1% -$1.37K 0.18% 47
2023
Q1 		$962K Buy
11,319
+6
+0.1% +$560 0.21% 50
2022
Q4 		$962K Buy
11,313
+41
+0.4% +$3.49K 0.15% 53
2022
Q3 		$891K Hold
11,272
– – 0.29% 50
2022
Q2 		$857K Buy
11,272
+14
+0.1% +$1.15K 0.26% 47
2022
Q1 		$984K Hold
11,258
– – 0.29% 50
2021
Q4 		$1.1M Sell
11,258
-23
-0.2% -$2.29K 0.33% 58
2021
Q3 		$1.1M Buy
11,281
+13
+0.1% +$1.29K 0.35% 50
2021
Q2 		$1.03M Sell
11,268
-57
-0.5% -$4.89K 0.31% 49
2021
Q1 		$879K Buy
11,325
+16
+0.1% +$1.23K 0.3% 51
2020
Q4 		$775K Hold
11,309
– – 0.25% 54
2020
Q3 		$547K Hold
11,309
– – 0.21% 62
2020
Q2 		$546K Sell
11,309
-391
-3% -$16.4K 0.23% 62
2020
Q1 		$398K Buy
11,700
+165
+1% +$7.77K 0.2% 55
2019
Q4 		$590K Buy
+11,535
New +$546K 0.25% 42

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GFG Capital's MS Position: Q4 2025 in Review

GFG Capital sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 4,198 shares — an estimated $667K sold.

GFG Capital first reported a position in MS in Q4 2019 and held it in 23 quarters. The position peaked at $1.1M in Q4 2021. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • GFG Capital reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • GFG Capital sold 4,198 Morgan Stanley shares in Q4 2025, an estimated $667K.
  • GFG Capital first reported a position in Morgan Stanley in Q4 2019 and held it in 23 quarters.
  • GFG Capital's Morgan Stanley position peaked at $1.1M in Q4 2021.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on GFG Capital's 13F filing for Q4 2025, filed 15 Jan 2026.