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Gibraltar Capital Management’s Morgan Stanley MS Stock Holding History

Gibraltar Capital Management’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 		$812K Hold
3,884
– – 0.12% 91
2026
Q1 		$639K Sell
3,884
-992
-20% -$172K 0.11% 91
2025
Q4 		$866K Sell
4,876
-270
-5% -$45K 0.15% 84
2025
Q3 		$818K Hold
5,146
– – 0.15% 83
2025
Q2 		$725K Hold
5,146
– – 0.14% 80
2025
Q1 		$600K Sell
5,146
-5,689
-53% -$733K 0.13% 76
2024
Q4 		$1.36M Hold
10,835
– – 0.6% 30
2024
Q3 		$1.13M Buy
10,835
+643
+6% +$64.8K 0.51% 31
2024
Q2 		$991K Hold
10,192
– – 0.45% 31
2024
Q1 		$960K Sell
10,192
-1,212
-11% -$107K 0.45% 30
2023
Q4 		$1.06M Sell
11,404
-210
-2% -$16.8K 0.45% 32
2023
Q3 		$949K Buy
11,614
+7
+0.1% +$608 0.42% 35
2023
Q2 		$991K Sell
11,607
-53,231
-82% -$4.55M 0.44% 33
2023
Q1 		$5.69M Buy
64,838
+925
+1% +$86.3K 2.66% 20
2022
Q4 		$5.43M Buy
63,913
+978
+2% +$83.4K 2.57% 21
2022
Q3 		$4.97M Sell
62,935
-852
-1% -$71.8K 2.55% 20
2022
Q2 		$4.85M Sell
63,787
-4,825
-7% -$395K 2.36% 22
2022
Q1 		$6M Buy
68,612
+217
+0.3% +$20.9K 2.49% 17
2021
Q4 		$6.71M Sell
68,395
-1,593
-2% -$159K 3.04% 12
2021
Q3 		$6.81M Sell
69,988
-16,533
-19% -$1.64M 3.46% 13
2021
Q2 		$7.58M Buy
86,521
+2,815
+3% +$241K 3.79% 7
2021
Q1 		$6.55M Buy
83,706
+3,076
+4% +$236K 3.37% 8
2020
Q4 		$5.53M Buy
80,630
+2,695
+3% +$155K 3.29% 7
2020
Q3 		$3.77M Sell
77,935
-1,894
-2% -$95.4K 2.63% 18
2020
Q2 		$3.86M Sell
79,829
-713
-0.9% -$29.9K 2.83% 16
2020
Q1 		$2.74M Sell
80,542
-1,774
-2% -$83.5K 1.95% 25
2019
Q4 		$4.21M Buy
82,316
+8,107
+11% +$384K 2.53% 17
2019
Q3 		$3.17M Sell
74,209
-3,982
-5% -$170K 2.39% 22
2019
Q2 		$3.43M Sell
78,191
-703
-0.9% -$31.4K 3.53% 14
2019
Q1 		$3.33M Sell
78,894
-42,790
-35% -$1.8M 3.34% 15
2018
Q4 		$4.83M Sell
121,684
-6,953
-5% -$303K 5.11% 9
2018
Q3 		$5.99M Sell
128,637
-512
-0.4% -$25K 4.7% 11
2018
Q2 		$6.12M Buy
129,149
+742
+0.6% +$38.8K 5.17% 6
2018
Q1 		$6.93M Sell
128,407
-19,541
-13% -$1.08M 5.87% 3
2017
Q4 		$7.76M Sell
147,948
-4,233
-3% -$214K 6.17% 5
2017
Q3 		$7.33M Buy
152,181
+818
+0.5% +$37.9K 6.47% 4
2017
Q2 		$6.75M Buy
151,363
+5,521
+4% +$238K 6.74% 5
2017
Q1 		$6.25M Sell
145,842
-2,571
-2% -$114K 5.87% 6
2016
Q4 		$6.27M Sell
148,413
-3,784
-2% -$143K 5.83% 3
2016
Q3 		$4.88M Sell
152,197
-1,542
-1% -$46K 5.64% 4
2016
Q2 		$3.99M Buy
153,739
+16,377
+12% +$428K 4.91% 7
2016
Q1 		$3.44M Buy
137,362
+52,051
+61% +$1.33M 4.62% 12
2015
Q4 		$2.71M Buy
85,311
+25,512
+43% +$848K 3.37% 16
2015
Q3 		$1.88M Buy
59,799
+980
+2% +$35.7K 2.33% 22
2015
Q2 		$2.28M Sell
58,819
-5,345
-8% -$203K 2.43% 24
2015
Q1 		$2.29M Sell
64,164
-4,080
-6% -$146K 2.17% 26
2014
Q4 		$2.65M Buy
+68,244
New +$2.43M 2.37% 25

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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

Gibraltar Capital Management's MS Position: Q2 2026 in Review

Gibraltar Capital Management held its Morgan Stanley (MS) position steady in Q2 2026 at 3,884 shares worth $812K. The position accounts for 0.12% of the portfolio, ranked #91.

Gibraltar Capital Management first reported a position in MS in Q4 2014 and has held it in 47 quarters since. The position peaked at $7.76M in Q4 2017. 608 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Gibraltar Capital Management held 3,884 shares of Morgan Stanley worth $812K as of Q2 2026.
  • Gibraltar Capital Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.12% of Gibraltar Capital Management's portfolio in Q2 2026, its #91 holding.
  • Gibraltar Capital Management first reported a position in Morgan Stanley in Q4 2014 and has held it in 47 quarters since.
  • Gibraltar Capital Management's Morgan Stanley position peaked at $7.76M in Q4 2017.
  • 608 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Gibraltar Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.