GIM
MS icon

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
Q2 		$388K Hold
1,856
– – 0.11% 101
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
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gold Investment Management's MS Position: Q2 2026 in Review

Gold Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 1,856 shares worth $388K. The position accounts for 0.11% of the portfolio, ranked #101.

Gold Investment Management first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Gold Investment Management held 1,856 shares of Morgan Stanley worth $388K as of Q2 2026.
  • Gold Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.11% of Gold Investment Management's portfolio in Q2 2026, its #101 holding.
  • Gold Investment Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.