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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
Q2 		$917K Hold
4,387
– – 0.09% 46
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
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

Iron Gate Global Advisors's MS Position: Q2 2026 in Review

Iron Gate Global Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 4,387 shares worth $917K. The position accounts for 0.09% of the portfolio, ranked #46.

Iron Gate Global Advisors first reported a position in MS in Q3 2018 and has held it in 12 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Iron Gate Global Advisors held 4,387 shares of Morgan Stanley worth $917K as of Q2 2026.
  • Iron Gate Global Advisors left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.09% of Iron Gate Global Advisors's portfolio in Q2 2026, its #46 holding.
  • Iron Gate Global Advisors first reported a position in Morgan Stanley in Q3 2018 and has held it in 12 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.