GSA Capital Partners’s Morgan Stanley MS Stock Holding History

GSA Capital Partners’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	$785K	Sell	4,770 -4,858	-50%	-$841K	0.05%	612
2025 Q4	$1.71M	Buy	9,628 +7,190	+295%	+$1.2M	0.15%	128
2025 Q3	$388K	Sell	2,438 -14,816	-86%	-$2.19M	0.03%	1028
2025 Q2	$2.43M	Buy	17,254 +12,363	+253%	+$1.52M	0.17%	77
2025 Q1	$571K	Sell	4,891 -3,961	-45%	-$510K	0.05%	706
2024 Q4	$1.11M	Buy	8,852 +3,928	+80%	+$484K	0.08%	342
2024 Q3	$513K	Buy	+4,924	New	+$496K	0.04%	889
2023 Q2	–	Sell	-17,488	Closed	-$1.53M	–	1786
2023 Q1	$1.53M	Buy	+17,488	New	+$1.63M	0.15%	144
2022 Q3	–	Sell	-6,184	Closed	-$470K	–	1754
2022 Q2	$470K	Sell	6,184 -3,523	-36%	-$289K	0.07%	544
2022 Q1	$848K	Buy	+9,707	New	+$936K	0.11%	244
2021 Q4	–	Sell	-54,900	Closed	-$5.34M	–	1649
2021 Q3	$5.34M	Buy	54,900 +39,700	+261%	+$3.93M	0.54%	1
2021 Q2	$1.39M	Sell	15,200 -14,970	-50%	-$1.28M	0.16%	138
2021 Q1	$2.34M	Buy	30,170 +878	+3%	+$67.3K	0.39%	33
2020 Q4	$2.01M	Buy	+29,292	New	+$1.68M	0.33%	23
2020 Q2	–	Sell	-13,744	Closed	-$467K	–	924
2020 Q1	$467K	Buy	13,744 +7,637	+125%	+$360K	0.12%	204
2019 Q4	$312K	Buy	+6,107	New	+$289K	0.04%	995
2019 Q3	–	Sell	-28,498	Closed	-$1.25M	–	1592
2019 Q2	$1.25M	Buy	+28,498	New	+$1.27M	0.14%	150
2019 Q1	–	Sell	-5,452	Closed	-$216K	–	1591
2018 Q4	$216K	Sell	5,452 -16,033	-75%	-$700K	0.02%	1054
2018 Q3	$1M	Sell	21,485 -11,935	-36%	-$583K	0.06%	682
2018 Q2	$1.58M	Sell	33,420 -28,966	-46%	-$1.51M	0.08%	410
2018 Q1	$3.37M	Buy	62,386 +19,856	+47%	+$1.1M	0.18%	83
2017 Q4	$2.23M	Sell	42,530 -20,434	-32%	-$1.03M	0.14%	192
2017 Q3	$3.03M	Sell	62,964 -13,590	-18%	-$630K	0.21%	44
2017 Q2	$3.41M	Sell	76,554 -23,346	-23%	-$1.01M	0.22%	46
2017 Q1	$4.28M	Buy	99,900 +37,401	+60%	+$1.66M	0.23%	33
2016 Q4	$2.64M	Buy	62,499 +5,755	+10%	+$218K	0.16%	122
2016 Q3	$1.82M	Buy	+56,744	New	+$1.69M	0.1%	266
2016 Q2	–	Sell	-59,680	Closed	-$1.49M	–	1839
2016 Q1	$1.49M	Sell	59,680 -6,624	-10%	-$169K	0.1%	317
2015 Q4	$2.11M	Sell	66,304 -135,238	-67%	-$4.49M	0.1%	235
2015 Q3	$6.35M	Buy	201,542 +176,002	+689%	+$6.41M	0.31%	27
2015 Q2	$991K	Sell	25,540 -102,199	-80%	-$3.89M	0.04%	908
2015 Q1	$4.56M	Buy	+127,739	New	+$4.58M	0.18%	67
2014 Q3	–	Sell	-87,185	Closed	-$2.82M	–	1852
2014 Q2	$2.82M	Sell	87,185 -43,154	-33%	-$1.33M	0.13%	144
2014 Q1	$4.06M	Buy	130,339 +83,682	+179%	+$2.59M	0.29%	59
2013 Q4	$1.46M	Buy	46,657 +15,050	+48%	+$447K	0.12%	175
2013 Q3	$852K	Sell	31,607 -72,352	-70%	-$1.94M	0.07%	441
2013 Q2	$2.54M	Buy	+103,959	New	+$2.47M	0.3%	35

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

GSA Capital Partners's MS Position: Q1 2026 in Review

GSA Capital Partners reduced its Morgan Stanley (MS) stake by 50% in Q1 2026, selling an estimated $841K and leaving 4,770 shares worth $785K. The position accounts for 0.05% of the portfolio, ranked #612.

GSA Capital Partners first reported a position in MS in Q2 2013 and has held it in 37 quarters since. The position peaked at $6.35M in Q3 2015. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

GSA Capital Partners held 4,770 shares of Morgan Stanley worth $785K as of Q1 2026.
GSA Capital Partners sold 4,858 Morgan Stanley shares in Q1 2026, an estimated $841K.
Morgan Stanley made up 0.05% of GSA Capital Partners's portfolio in Q1 2026, its #612 holding.
GSA Capital Partners first reported a position in Morgan Stanley in Q2 2013 and has held it in 37 quarters since.
GSA Capital Partners's Morgan Stanley position peaked at $6.35M in Q3 2015.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on GSA Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.