Gotham Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.44M | Buy |
45,234
+328
| +0.7% | +$56.8K | 0.02% | 762 |
|
|
2025
Q4 | $7.97M | Buy |
44,906
+431
| +1% | +$71.9K | 0.03% | 708 |
|
|
2025
Q3 | $7.07M | Buy |
44,475
+11,424
| +35% | +$1.69M | 0.03% | 681 |
|
|
2025
Q2 | $4.66M | Buy |
33,051
+2,721
| +9% | +$334K | 0.03% | 690 |
|
|
2025
Q1 | $3.54M | Buy |
30,330
+1,015
| +3% | +$131K | 0.03% | 623 |
|
|
2024
Q4 | $3.69M | Buy |
29,315
+730
| +3% | +$89.9K | 0.03% | 584 |
|
|
2024
Q3 | $2.98M | Buy |
28,585
+2,809
| +11% | +$283K | 0.03% | 620 |
|
|
2024
Q2 | $2.51M | Buy |
25,776
+249
| +1% | +$23.7K | 0.03% | 618 |
|
|
2024
Q1 | $2.4M | Buy |
25,527
+232
| +0.9% | +$20.4K | 0.04% | 601 |
|
|
2023
Q4 | $2.36M | Buy |
25,295
+9,706
| +62% | +$776K | 0.04% | 549 |
|
|
2023
Q3 | $1.27M | Sell |
15,589
-203
| -1% | -$17.6K | 0.03% | 686 |
|
|
2023
Q2 | $1.35M | Sell |
15,792
-1,342
| -8% | -$115K | 0.03% | 676 |
|
|
2023
Q1 | $1.5M | Buy |
17,134
+4,891
| +40% | +$456K | 0.04% | 603 |
|
|
2022
Q4 | $1.04M | Buy |
12,243
+1,965
| +19% | +$167K | 0.03% | 664 |
|
|
2022
Q3 | $812K | Buy |
10,278
+248
| +2% | +$20.9K | 0.02% | 720 |
|
|
2022
Q2 | $763K | Sell |
10,030
-2,365
| -19% | -$194K | 0.02% | 655 |
|
|
2022
Q1 | $1.08M | Sell |
12,395
-2,960
| -19% | -$286K | 0.03% | 538 |
|
|
2021
Q4 | $1.51M | Sell |
15,355
-6,425
| -29% | -$640K | 0.05% | 427 |
|
|
2021
Q3 | $2.12M | Buy |
21,780
+3,583
| +20% | +$355K | 0.09% | 283 |
|
|
2021
Q2 | $1.67M | Sell |
18,197
-12,947
| -42% | -$1.11M | 0.07% | 359 |
|
|
2021
Q1 | $2.42M | Buy |
31,144
+3,325
| +12% | +$255K | 0.11% | 259 |
|
|
2020
Q4 | $1.91M | Buy |
27,819
+1,001
| +4% | +$57.4K | 0.06% | 358 |
|
|
2020
Q3 | $1.3M | Buy |
26,818
+8,685
| +48% | +$438K | 0.04% | 468 |
|
|
2020
Q2 | $876K | Sell |
18,133
-27,236
| -60% | -$1.14M | 0.03% | 590 |
|
|
2020
Q1 | $1.54M | Buy |
45,369
+26,325
| +138% | +$1.24M | 0.04% | 457 |
|
|
2019
Q4 | $974K | Buy |
19,044
+9,335
| +96% | +$442K | 0.02% | 626 |
|
|
2019
Q3 | $414K | Sell |
9,709
-10,965
| -53% | -$469K | 0.01% | 822 |
|
|
2019
Q2 | $906K | Buy |
20,674
+9,017
| +77% | +$402K | 0.01% | 653 |
|
|
2019
Q1 | $492K | Sell |
11,657
-46,462
| -80% | -$1.96M | 0.01% | 848 |
|
|
2018
Q4 | $2.3M | Buy |
+58,119
| New | +$2.54M | 0.04% | 464 |
|
|
2018
Q2 | – | Sell |
-31,907
| Closed | -$1.72M | – | 978 |
|
|
2018
Q1 | $1.72M | Buy |
31,907
+2,862
| +10% | +$158K | 0.02% | 528 |
|
|
2017
Q4 | $1.52M | Sell |
29,045
-3,987
| -12% | -$202K | 0.02% | 529 |
|
|
2017
Q3 | $1.59M | Sell |
33,032
-5,288
| -14% | -$245K | 0.02% | 546 |
|
|
2017
Q2 | $1.71M | Sell |
38,320
-22,076
| -37% | -$952K | 0.02% | 549 |
|
|
2017
Q1 | $2.59M | Buy |
60,396
+32,847
| +119% | +$1.46M | 0.03% | 512 |
|
|
2016
Q4 | $1.16M | Sell |
27,549
-815
| -3% | -$30.8K | 0.02% | 595 |
|
|
2016
Q3 | $909K | Sell |
28,364
-71,481
| -72% | -$2.13M | 0.01% | 618 |
|
|
2016
Q2 | $2.59M | Buy |
99,845
+88,863
| +809% | +$2.32M | 0.03% | 488 |
|
|
2016
Q1 | $275K | Sell |
10,982
-35,349
| -76% | -$902K | ﹤0.01% | 857 |
|
|
2015
Q4 | $1.47M | Sell |
46,331
-25,812
| -36% | -$858K | 0.02% | 548 |
|
|
2015
Q3 | $2.27M | Buy |
72,143
+66,239
| +1,122% | +$2.41M | 0.02% | 527 |
|
|
2015
Q2 | $229K | Buy |
+5,904
| New | +$225K | ﹤0.01% | 862 |
|
|
2014
Q3 | – | Sell |
-9,827
| Closed | -$318K | – | 1044 |
|
|
2014
Q2 | $318K | Buy |
+9,827
| New | +$303K | ﹤0.01% | 873 |
|
Other funds holding MS
VCM
VPM
Gotham Asset Management's MS Position: Q1 2026 in Review
Gotham Asset Management increased its Morgan Stanley (MS) stake by 0.73% in Q1 2026, buying an estimated $56.8K and bringing the position to 45,234 shares worth $7.44M. The position accounts for 0.02% of the portfolio, ranked #762.
Gotham Asset Management first reported a position in MS in Q2 2014 and has held it in 43 quarters since. The position peaked at $7.97M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Gotham Asset Management held 45,234 shares of Morgan Stanley worth $7.44M as of Q1 2026.
- Gotham Asset Management bought 328 Morgan Stanley shares in Q1 2026, an estimated $56.8K.
- Morgan Stanley made up 0.02% of Gotham Asset Management's portfolio in Q1 2026, its #762 holding.
- Gotham Asset Management first reported a position in Morgan Stanley in Q2 2014 and has held it in 43 quarters since.
- Gotham Asset Management's Morgan Stanley position peaked at $7.97M in Q4 2025.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.