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Gleason Group’s Morgan Stanley MS Stock Holding History

Gleason Group’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 		$187K Buy
893
+86
+11% +$17K 0.02% 77
2026
Q1 		$133K Buy
807
+5
+0.6% +$866 0.01% 77
2025
Q4 		$142K Sell
802
-136
-14% -$22.7K 0.01% 79
2025
Q3 		$149K Buy
938
+6
+0.6% +$886 0.02% 75
2025
Q2 		$131K Buy
932
+7
+0.8% +$860 0.01% 77
2025
Q1 		$108K Buy
925
+6
+0.7% +$773 0.02% 78
2024
Q4 		$116K Sell
919
-554
-38% -$68.2K 0.02% 76
2024
Q3 		$154K Buy
1,473
+13
+0.9% +$1.31K 0.03% 71
2024
Q2 		$142K Buy
1,460
+12
+0.8% +$1.14K 0.03% 78
2024
Q1 		$136K Buy
1,448
+15
+1% +$1.32K 0.03% 80
2023
Q4 		$134K Buy
1,433
+15
+1% +$1.2K 0.03% 80
2023
Q3 		$116K Buy
1,418
+14
+1% +$1.22K 0.03% 84
2023
Q2 		$120K Buy
1,404
+13
+0.9% +$1.11K 0.03% 82
2023
Q1 		$122K Buy
1,391
+11
+0.8% +$1.03K 0.04% 81
2022
Q4 		$117K Buy
1,380
+12
+0.9% +$1.02K 0.04% 81
2022
Q3 		$108K Buy
1,368
+12
+0.9% +$1.01K 0.04% 82
2022
Q2 		$103K Buy
1,356
+12
+0.9% +$983 0.04% 83
2022
Q1 		$118K Buy
1,344
+9
+0.7% +$868 0.04% 86
2021
Q4 		$131K Buy
1,335
+9
+0.7% +$897 0.04% 81
2021
Q3 		$129K Buy
1,326
+9
+0.7% +$892 0.05% 85
2021
Q2 		$121K Buy
1,317
+5
+0.4% +$429 0.04% 82
2021
Q1 		$102K Buy
1,312
+7
+0.5% +$536 0.04% 80
2020
Q4 		$89K Buy
1,305
+8
+0.6% +$459 0.04% 80
2020
Q3 		$63K Buy
1,297
+8
+0.6% +$403 0.04% 82
2020
Q2 		$62K Buy
1,289
+62
+5% +$2.6K 0.04% 83
2020
Q1 		$42K Sell
1,227
-5,050
-80% -$238K 0.03% 87
2019
Q4 		$321K Buy
+6,277
New +$297K 0.19% 49

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gleason Group's MS Position: Q2 2026 in Review

Gleason Group increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $17K and bringing the position to 893 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #77.

Gleason Group first reported a position in MS in Q4 2019 and has held it in 27 quarters since. The position peaked at $321K in Q4 2019. 917 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Gleason Group held 893 shares of Morgan Stanley worth $187K as of Q2 2026.
  • Gleason Group bought 86 Morgan Stanley shares in Q2 2026, an estimated $17K.
  • Morgan Stanley made up 0.02% of Gleason Group's portfolio in Q2 2026, its #77 holding.
  • Gleason Group first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • Gleason Group's Morgan Stanley position peaked at $321K in Q4 2019.
  • 917 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.