Morgan Stanley
GUT

Morgan Stanley’s Gabelli Utility Trust GUT Stock Holding History

Morgan Stanley’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.61M Sell
927,814
-14,715
-2% -$89K ﹤0.01% 4058
2025
Q4 		$5.68M Buy
942,529
+149,632
+19% +$900K ﹤0.01% 4082
2025
Q3 		$4.81M Sell
792,897
-13,334
-2% -$80.2K ﹤0.01% 4191
2025
Q2 		$4.68M Buy
806,231
+31,245
+4% +$169K ﹤0.01% 4110
2025
Q1 		$4.14M Buy
774,986
+15,949
+2% +$85.7K ﹤0.01% 4087
2024
Q4 		$3.82M Sell
759,037
-95,698
-11% -$496K ﹤0.01% 4219
2024
Q3 		$4.44M Sell
854,735
-19,275
-2% -$111K ﹤0.01% 4049
2024
Q2 		$5.04M Sell
874,010
-3,570
-0.4% -$20.3K ﹤0.01% 3866
2024
Q1 		$4.75M Sell
877,580
-870,835
-50% -$4.6M ﹤0.01% 3953
2023
Q4 		$9.24M Buy
1,748,415
+913,176
+109% +$5.13M ﹤0.01% 3982
2023
Q3 		$4.31M Sell
835,239
-4,564
-0.5% -$30.2K ﹤0.01% 3863
2023
Q2 		$5.55M Buy
839,803
+26,946
+3% +$182K ﹤0.01% 3693
2023
Q1 		$5.66M Sell
812,857
-5,892
-0.7% -$41.8K ﹤0.01% 3675
2022
Q4 		$5.99M Sell
818,749
-59,025
-7% -$405K ﹤0.01% 3589
2022
Q3 		$5.9M Buy
877,774
+62,708
+8% +$462K ﹤0.01% 3533
2022
Q2 		$5.4M Buy
815,066
+28,031
+4% +$192K ﹤0.01% 3686
2022
Q1 		$5.48M Sell
787,035
-13,703
-2% -$106K ﹤0.01% 3586
2021
Q4 		$6.43M Buy
800,738
+24,276
+3% +$191K ﹤0.01% 3456
2021
Q3 		$5.95M Buy
776,462
+34,785
+5% +$273K ﹤0.01% 3487
2021
Q2 		$5.75M Sell
741,677
-16,923
-2% -$122K ﹤0.01% 3638
2021
Q1 		$5.12M Sell
758,600
-50,891
-6% -$386K ﹤0.01% 3386
2020
Q4 		$6.41M Buy
809,491
+11,138
+1% +$84.1K ﹤0.01% 2997
2020
Q3 		$5.88M Buy
798,353
+2,397
+0.3% +$17.9K ﹤0.01% 2561
2020
Q2 		$5.59M Sell
795,956
-19,021
-2% -$128K ﹤0.01% 2553
2020
Q1 		$4.65M Buy
814,977
+22,032
+3% +$159K ﹤0.01% 2524
2019
Q4 		$6M Buy
792,945
+49,696
+7% +$369K ﹤0.01% 2996
2019
Q3 		$5.38M Sell
743,249
-51,119
-6% -$358K ﹤0.01% 2797
2019
Q2 		$5.41M Buy
794,368
+50,721
+7% +$343K ﹤0.01% 2844
2019
Q1 		$5.04M Buy
743,647
+20,185
+3% +$129K ﹤0.01% 2703
2018
Q4 		$4.19M Buy
723,462
+22,362
+3% +$132K ﹤0.01% 3091
2018
Q3 		$3.98M Buy
701,100
+10,382
+2% +$59.3K ﹤0.01% 3415
2018
Q2 		$3.96M Buy
690,718
+19,648
+3% +$113K ﹤0.01% 3411
2018
Q1 		$4.08M Buy
671,070
+51,992
+8% +$351K ﹤0.01% 3250
2017
Q4 		$4.28M Sell
619,078
-2,469
-0.4% -$17K ﹤0.01% 3278
2017
Q3 		$4.27M Buy
621,547
+30,067
+5% +$205K ﹤0.01% 3134
2017
Q2 		$4.02M Buy
591,480
+84,047
+17% +$561K ﹤0.01% 3085
2017
Q1 		$3.33M Sell
507,433
-42,313
-8% -$271K ﹤0.01% 3318
2016
Q4 		$3.38M Sell
549,746
-8,796
-2% -$54.7K ﹤0.01% 3404
2016
Q3 		$3.7M Buy
558,542
+44,200
+9% +$290K ﹤0.01% 2964
2016
Q2 		$3.43M Buy
514,342
+5,682
+1% +$35.4K ﹤0.01% 2943
2016
Q1 		$3.06M Buy
508,660
+10,821
+2% +$62.6K ﹤0.01% 2964
2015
Q4 		$2.77M Buy
497,839
+14,798
+3% +$84.5K ﹤0.01% 3211
2015
Q3 		$2.62M Sell
483,041
-6,588
-1% -$38.7K ﹤0.01% 3248
2015
Q2 		$2.87M Sell
489,629
-9,581
-2% -$65.5K ﹤0.01% 3290
2015
Q1 		$3.46M Buy
499,210
+2,851
+0.6% +$20.1K ﹤0.01% 3091
2014
Q4 		$3.54M Buy
496,359
+257
+0.1% +$1.81K ﹤0.01% 3046
2014
Q3 		$3.45M Buy
496,102
+46,905
+10% +$328K ﹤0.01% 2969
2014
Q2 		$3.21M Buy
449,197
+12,892
+3% +$88.2K ﹤0.01% 3081
2014
Q1 		$2.88M Buy
436,305
+40,728
+10% +$261K ﹤0.01% 3112
2013
Q4 		$2.46M Sell
395,577
-18,328
-4% -$115K ﹤0.01% 3226
2013
Q3 		$2.56M Buy
413,905
+41,786
+11% +$265K ﹤0.01% 3026
2013
Q2 		$2.35M Buy
+372,119
New +$2.46M ﹤0.01% 3028

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley's GUT Position: Q1 2026 in Review

Morgan Stanley reduced its Gabelli Utility Trust (GUT) stake by 1.6% in Q1 2026, selling an estimated $89K and leaving 927,814 shares worth $5.61M. The position accounts for ﹤0.01% of the portfolio, ranked #4058.

Morgan Stanley first reported a position in GUT in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.24M in Q4 2023. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Morgan Stanley held 927,814 shares of Gabelli Utility Trust worth $5.61M as of Q1 2026.
  • Morgan Stanley sold 14,715 Gabelli Utility Trust shares in Q1 2026, an estimated $89K.
  • Gabelli Utility Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4058 holding.
  • Morgan Stanley first reported a position in Gabelli Utility Trust in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Gabelli Utility Trust position peaked at $9.24M in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.