Gold Investment Management’s Morgan Stanley MS Stock Holding History

Gold Investment 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 Q1	$305K	Hold	1,856	–	–	0.09%	102
2025 Q4	$329K	Hold	1,856	–	–	0.11%	99
2025 Q3	$295K	Hold	1,856	–	–	0.1%	102
2025 Q2	$262K	Hold	1,856	–	–	0.1%	104
2025 Q1	$217K	Hold	1,856	–	–	0.09%	111
2024 Q4	$233K	Hold	1,856	–	–	0.1%	107
2024 Q3	$193K	Hold	1,856	–	–	0.08%	113
2024 Q2	$180K	Hold	1,856	–	–	0.08%	117
2024 Q1	$175K	Buy	1,856 +13	+0.7%	+$1.15K	0.07%	119
2023 Q4	$172K	Buy	+1,843	New	+$147K	0.07%	118

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gold Investment Management's MS Position: Q1 2026 in Review

Gold Investment Management held its Morgan Stanley (MS) position steady in Q1 2026 at 1,856 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #102.

Gold Investment Management first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $329K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Gold Investment Management held 1,856 shares of Morgan Stanley worth $305K as of Q1 2026.
Gold Investment Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.09% of Gold Investment Management's portfolio in Q1 2026, its #102 holding.
Gold Investment Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Gold Investment Management's Morgan Stanley position peaked at $329K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.