Godsey & Gibb Inc’s Morgan Stanley MS Stock Holding History

Godsey & Gibb Inc’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	$340K	Hold	1,626	–	–	0.03%	89
2026 Q1	$268K	Hold	1,626	–	–	0.02%	92
2025 Q4	$289K	Hold	1,626	–	–	0.03%	93
2025 Q3	$258K	Sell	1,626 -124	-7%	-$18.3K	0.02%	98
2025 Q2	$247K	Hold	1,750	–	–	0.02%	98
2025 Q1	$204K	Hold	1,750	–	–	0.02%	104
2024 Q4	$220K	Sell	1,750 -214	-11%	-$26.4K	0.02%	102
2024 Q3	$205K	Buy	1,964 +239	+14%	+$24.1K	0.02%	110
2024 Q2	$168K	Buy	1,725 +39	+2%	+$3.71K	0.02%	124
2024 Q1	$159K	Sell	1,686 -14	-0.8%	-$1.23K	0.02%	113
2023 Q4	$159K	Hold	1,700	–	–	0.02%	112
2023 Q3	$139K	Sell	1,700 -211	-11%	-$18.3K	0.02%	119
2023 Q2	$163K	Buy	1,911 +75	+4%	+$6.41K	0.02%	120
2023 Q1	$161K	Sell	1,836 -100	-5%	-$9.33K	0.02%	112
2022 Q4	$165K	Buy	+1,936	New	+$165K	0.03%	74
2022 Q3	–	Sell	-1,436	Closed	-$109K	–	129
2022 Q2	$109K	Buy	+1,436	New	+$118K	0.06%	36

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Godsey & Gibb Inc's MS Position: Q2 2026 in Review

Godsey & Gibb Inc held its Morgan Stanley (MS) position steady in Q2 2026 at 1,626 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #89.

Godsey & Gibb Inc first reported a position in MS in Q2 2022 and has held it in 16 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Godsey & Gibb Inc held 1,626 shares of Morgan Stanley worth $340K as of Q2 2026.
Godsey & Gibb Inc left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.03% of Godsey & Gibb Inc's portfolio in Q2 2026, its #89 holding.
Godsey & Gibb Inc first reported a position in Morgan Stanley in Q2 2022 and has held it in 16 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.