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Gladstone Institutional Advisory’s Morgan Stanley MS Stock Holding History

Gladstone Institutional Advisory’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 		$2.74M Buy
13,120
+561
+4% +$111K 0.09% 234
2026
Q1 		$2.07M Buy
12,559
+673
+6% +$117K 0.08% 257
2025
Q4 		$2.11M Buy
11,886
+4,745
+66% +$791K 0.08% 243
2025
Q3 		$1.14M Buy
7,141
+503
+8% +$74.3K 0.04% 343
2025
Q2 		$935K Buy
6,638
+262
+4% +$32.2K 0.04% 356
2025
Q1 		$744K Buy
6,376
+356
+6% +$45.9K 0.03% 384
2024
Q4 		$757K Sell
6,020
-94
-2% -$11.6K 0.04% 376
2024
Q3 		$637K Buy
6,114
+12
+0.2% +$1.21K 0.03% 396
2024
Q2 		$593K Sell
6,102
-32,904
-84% -$3.13M 0.03% 387
2024
Q1 		$3.67M Sell
39,006
-17,099
-30% -$1.51M 0.2% 139
2023
Q4 		$5.23M Buy
56,105
+27,879
+99% +$2.23M 0.29% 86
2023
Q3 		$2.31M Buy
28,226
+22,791
+419% +$1.98M 0.15% 172
2023
Q2 		$464K Sell
5,435
-6,868
-56% -$587K 0.03% 411
2023
Q1 		$1.08M Buy
12,303
+5,998
+95% +$560K 0.07% 270
2022
Q4 		$536K Sell
6,305
-1,043
-14% -$88.9K 0.04% 382
2022
Q3 		$581K Sell
7,348
-2,260
-24% -$190K 0.05% 365
2022
Q2 		$731K Sell
9,608
-5,129
-35% -$420K 0.06% 334
2022
Q1 		$1.29M Buy
14,737
+4,316
+41% +$416K 0.09% 246
2021
Q4 		$1.02M Sell
10,421
-13,774
-57% -$1.37M 0.08% 261
2021
Q3 		$2.35M Buy
24,195
+8,789
+57% +$871K 0.23% 127
2021
Q2 		$1.41M Buy
15,406
+950
+7% +$81.5K 0.17% 143
2021
Q1 		$1.12M Buy
14,456
+11,290
+357% +$865K 0.17% 130
2020
Q4 		$217K Sell
3,166
-2,484
-44% -$143K 0.04% 278
2020
Q3 		$273K Buy
+5,650
New +$285K 0.07% 219

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Gladstone Institutional Advisory's MS Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Morgan Stanley (MS) stake by 4.5% in Q2 2026, buying an estimated $111K and bringing the position to 13,120 shares worth $2.74M. The position accounts for 0.09% of the portfolio, ranked #234.

Gladstone Institutional Advisory first reported a position in MS in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.23M in Q4 2023. 1,255 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Gladstone Institutional Advisory held 13,120 shares of Morgan Stanley worth $2.74M as of Q2 2026.
  • Gladstone Institutional Advisory bought 561 Morgan Stanley shares in Q2 2026, an estimated $111K.
  • Morgan Stanley made up 0.09% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #234 holding.
  • Gladstone Institutional Advisory first reported a position in Morgan Stanley in Q3 2020 and has held it in 24 quarters since.
  • Gladstone Institutional Advisory's Morgan Stanley position peaked at $5.23M in Q4 2023.
  • 1,255 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.