MBFW
GAP

Morton Brown Family Wealth’s The Gap Inc GAP Stock Holding History

Morton Brown Family Wealth’s Portfolio GAP Stock Details GAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-200
Closed -$4.36K – 331
2025
Q2 		$4.36K Hold
200
– – ﹤0.01% 244
2025
Q1 		$4.12K Hold
200
– – ﹤0.01% 247
2024
Q4 		$4.73K Buy
+200
New +$4.56K ﹤0.01% 206

Other funds holding GAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morton Brown Family Wealth's GAP Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of The Gap Inc (GAP) in Q3 2025, closing a stake of 200 shares — an estimated $4.36K sold.

Morton Brown Family Wealth first reported a position in GAP in Q4 2024 and held it in 3 quarters. The position peaked at $4.73K in Q4 2024. 471 funds tracked by Wall St. Rank hold GAP as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining The Gap Inc position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 200 The Gap Inc shares in Q3 2025, an estimated $4.36K.
  • Morton Brown Family Wealth first reported a position in The Gap Inc in Q4 2024 and held it in 3 quarters.
  • Morton Brown Family Wealth's The Gap Inc position peaked at $4.73K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held The Gap Inc as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.