Iron Gate Global Advisors’s Morgan Stanley MS Stock Holding History

Iron Gate Global Advisors’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	$722K	Buy	4,387 +2,020	+85%	+$350K	0.08%	49
2025 Q4	$420K	Buy	2,367 +16	+0.7%	+$2.67K	0.04%	63
2025 Q3	$374K	Hold	2,351	–	–	0.04%	68
2025 Q2	$331K	Buy	2,351 +254	+12%	+$31.2K	0.04%	63
2025 Q1	$245K	Buy	2,097 +5	+0.2%	+$644	0.03%	75
2024 Q4	$263K	Hold	2,092	–	–	0.04%	73
2024 Q3	$218K	Hold	2,092	–	–	0.03%	83
2024 Q2	$203K	Buy	+2,092	New	+$199K	0.03%	92
2022 Q1	–	Sell	-2,257	Closed	-$233K	–	109
2021 Q4	$233K	Sell	2,257 -35	-2%	-$3.49K	0.05%	100
2021 Q3	$222K	Buy	+2,292	New	+$227K	0.06%	101
2018 Q4	–	Sell	-2,146	Closed	-$94K	–	167
2018 Q3	$94K	Buy	+2,146	New	+$105K	0.06%	91

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

Iron Gate Global Advisors's MS Position: Q1 2026 in Review

Iron Gate Global Advisors increased its Morgan Stanley (MS) stake by 85% in Q1 2026, buying an estimated $350K and bringing the position to 4,387 shares worth $722K. The position accounts for 0.08% of the portfolio, ranked #49.

Iron Gate Global Advisors first reported a position in MS in Q3 2018 and has held it in 11 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Iron Gate Global Advisors held 4,387 shares of Morgan Stanley worth $722K as of Q1 2026.
Iron Gate Global Advisors bought 2,020 Morgan Stanley shares in Q1 2026, an estimated $350K.
Morgan Stanley made up 0.08% of Iron Gate Global Advisors's portfolio in Q1 2026, its #49 holding.
Iron Gate Global Advisors first reported a position in Morgan Stanley in Q3 2018 and has held it in 11 quarters since.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.