Gifford Fong Associates’s Morgan Stanley MS Stock Holding History

Gifford Fong Associates’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	$5.33M	Hold	30,000	–	–	1.06%	30
2025 Q3	$4.77M	Hold	30,000	–	–	1%	29
2025 Q2	$4.23M	Hold	30,000	–	–	0.97%	30
2025 Q1	$3.5M	Hold	30,000	–	–	0.87%	37
2024 Q4	$3.77M	Hold	30,000	–	–	0.93%	31
2024 Q3	$3.13M	Hold	30,000	–	–	0.78%	38
2024 Q2	$2.92M	Hold	30,000	–	–	0.77%	38
2024 Q1	$2.83M	Hold	30,000	–	–	0.78%	41
2023 Q4	$2.8M	Hold	30,000	–	–	0.6%	47
2023 Q3	$2.45M	Hold	30,000	–	–	0.59%	47
2023 Q2	$2.56M	Hold	30,000	–	–	0.6%	48
2023 Q1	$2.63M	Hold	30,000	–	–	0.69%	48
2022 Q4	$2.55M	Hold	30,000	–	–	0.59%	48
2022 Q3	$2.37M	Hold	30,000	–	–	0.59%	42
2022 Q2	$2.28M	Hold	30,000	–	–	0.53%	48
2022 Q1	$2.62M	Hold	30,000	–	–	0.48%	50
2021 Q4	$2.94M	Hold	30,000	–	–	0.52%	47
2021 Q3	$2.92M	Hold	30,000	–	–	0.57%	47
2021 Q2	$2.75M	Hold	30,000	–	–	0.53%	49
2021 Q1	$2.33M	Hold	30,000	–	–	0.5%	51
2020 Q4	$2.06M	Hold	30,000	–	–	0.48%	55
2020 Q3	$1.45M	Hold	30,000	–	–	0.39%	62
2020 Q2	$1.45M	Hold	30,000	–	–	0.44%	60
2020 Q1	$1.02M	Hold	30,000	–	–	0.37%	64
2019 Q4	$1.53M	Hold	30,000	–	–	0.45%	59
2019 Q3	$1.28M	Hold	30,000	–	–	0.42%	65
2019 Q2	$1.31M	Hold	30,000	–	–	0.44%	63
2019 Q1	$1.27M	Hold	30,000	–	–	0.42%	66
2018 Q4	$1.19M	Hold	30,000	–	–	0.45%	57
2018 Q3	$1.4M	Hold	30,000	–	–	0.44%	59
2018 Q2	$1.42M	Hold	30,000	–	–	0.49%	52
2018 Q1	$1.62M	Buy	+30,000	New	+$1.66M	0.66%	44

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gifford Fong Associates's MS Position: Q4 2025 in Review

Gifford Fong Associates held its Morgan Stanley (MS) position steady in Q4 2025 at 30,000 shares worth $5.33M. The position accounts for 1.06% of the portfolio, ranked #30.

Gifford Fong Associates first reported a position in MS in Q1 2018 and has held it in 32 quarters since. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

Gifford Fong Associates held 30,000 shares of Morgan Stanley worth $5.33M as of Q4 2025.
Gifford Fong Associates left its Morgan Stanley share count unchanged in Q4 2025.
Morgan Stanley made up 1.06% of Gifford Fong Associates's portfolio in Q4 2025, its #30 holding.
Gifford Fong Associates first reported a position in Morgan Stanley in Q1 2018 and has held it in 32 quarters since.
2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.