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GW&K Investment Management’s Morgan Stanley MS Stock Holding History

GW&K 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 		$60.4M Sell
288,780
-4,688
-2% -$928K 0.47% 69
2026
Q1 		$48.3M Sell
293,468
-5,413
-2% -$937K 0.43% 80
2025
Q4 		$53.1M Sell
298,881
-1,325
-0.4% -$221K 0.46% 77
2025
Q3 		$47.7M Sell
300,206
-5,082
-2% -$750K 0.42% 82
2025
Q2 		$43M Sell
305,288
-5,765
-2% -$708K 0.38% 94
2025
Q1 		$36.3M Sell
311,053
-505
-0.2% -$65.1K 0.34% 122
2024
Q4 		$39.2M Sell
311,558
-7,250
-2% -$893K 0.33% 116
2024
Q3 		$33.2M Sell
318,808
-5,545
-2% -$558K 0.28% 145
2024
Q2 		$31.5M Sell
324,353
-7,002
-2% -$667K 0.29% 139
2024
Q1 		$31.2M Sell
331,355
-3,585
-1% -$316K 0.28% 148
2023
Q4 		$31.2M Buy
334,940
+175,232
+110% +$14M 0.29% 145
2023
Q3 		$13M Buy
159,708
+159,279
+37,128% +$13.8M 0.13% 214
2023
Q2 		$37K Buy
429
+409
+2,045% +$35K ﹤0.01% 404
2023
Q1 		$2K Buy
+20
New +$1.87K ﹤0.01% 442

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 $3.37T AUM 44.26% 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

GW&K Investment Management's MS Position: Q2 2026 in Review

GW&K Investment Management reduced its Morgan Stanley (MS) stake by 1.6% in Q2 2026, selling an estimated $928K and leaving 288,780 shares worth $60.4M. The position accounts for 0.47% of the portfolio, ranked #69.

GW&K Investment Management first reported a position in MS in Q1 2023 and has held it in 14 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • GW&K Investment Management held 288,780 shares of Morgan Stanley worth $60.4M as of Q2 2026.
  • GW&K Investment Management sold 4,688 Morgan Stanley shares in Q2 2026, an estimated $928K.
  • Morgan Stanley made up 0.47% of GW&K Investment Management's portfolio in Q2 2026, its #69 holding.
  • GW&K Investment Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.