Morgan Stanley
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Morgan Stanley’s GlobalFoundries GFS Stock Holding History

Morgan Stanley’s Portfolio GFS Stock Details GFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255M Sell
3,089,845
-1,546,847
-33% -$108M 0.01% 875
2026
Q1 		$206M Buy
4,636,692
+2,997,792
+183% +$132M 0.01% 928
2025
Q4 		$57.2M Sell
1,638,900
-1,084,549
-40% -$38.6M ﹤0.01% 1953
2025
Q3 		$97.6M Buy
2,723,449
+1,153,844
+74% +$41.2M 0.01% 1424
2025
Q2 		$60M Buy
1,569,605
+128,623
+9% +$4.66M ﹤0.01% 1755
2025
Q1 		$53.2M Sell
1,440,982
-310,847
-18% -$12.6M ﹤0.01% 1764
2024
Q4 		$75.2M Buy
1,751,829
+777,698
+80% +$32.6M 0.01% 1472
2024
Q3 		$39.2M Sell
974,131
-197,988
-17% -$9.19M ﹤0.01% 2088
2024
Q2 		$59.3M Sell
1,172,119
-7,469
-0.6% -$374K ﹤0.01% 1592
2024
Q1 		$61.5M Buy
1,179,588
+200,613
+20% +$11M ﹤0.01% 1570
2023
Q4 		$59.3M Buy
978,975
+43,350
+5% +$2.4M 0.01% 1553
2023
Q3 		$54.4M Buy
935,625
+330,886
+55% +$19.6M 0.01% 1489
2023
Q2 		$39.1M Sell
604,739
-5,064
-0.8% -$306K ﹤0.01% 1823
2023
Q1 		$44M Buy
609,803
+75,247
+14% +$4.76M ﹤0.01% 1661
2022
Q4 		$28.8M Buy
534,556
+182,266
+52% +$10.7M ﹤0.01% 1982
2022
Q3 		$17M Buy
352,290
+36,202
+11% +$1.95M ﹤0.01% 2377
2022
Q2 		$12.8M Buy
316,088
+113,769
+56% +$6.01M ﹤0.01% 2813
2022
Q1 		$12.6M Buy
202,319
+147,446
+269% +$8.7M ﹤0.01% 2635
2021
Q4 		$3.56M Buy
+54,873
New +$3.41M ﹤0.01% 4082

Other funds holding GFS

MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley's GFS Position: Q2 2026 in Review

Morgan Stanley reduced its GlobalFoundries (GFS) stake by 33% in Q2 2026, selling an estimated $108M and leaving 3,089,845 shares worth $255M. The position accounts for 0.01% of the portfolio, ranked #875.

Morgan Stanley first reported a position in GFS in Q4 2021 and has held it in 19 quarters since. 441 funds tracked by Wall St. Rank hold GFS as of Q2 2026.

  • Morgan Stanley held 3,089,845 shares of GlobalFoundries worth $255M as of Q2 2026.
  • Morgan Stanley sold 1,546,847 GlobalFoundries shares in Q2 2026, an estimated $108M.
  • GlobalFoundries made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #875 holding.
  • Morgan Stanley first reported a position in GlobalFoundries in Q4 2021 and has held it in 19 quarters since.
  • 441 funds tracked by Wall St. Rank held GlobalFoundries as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.