SEC 13F Intelligence

Gifford Fong Associates / MS

Gifford Fong Associates’s Morgan Stanley Position

Does Gifford Fong Associates own Morgan Stanley (MS)? Yes — 30.0K shares worth $5M (+1.06% of its 13F portfolio) as of Q4 2025.

Position Value
$5M
Q4 2025
Shares
30.0K
% of Portfolio
+1.06%
Quarters Held
28
currently held

Position History MS

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ1 ’21: $2MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $2MQ4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $5MQ4 ’25: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202530.0K$5M+1.06%
Q3 202530.0K$5M+1.00%
Q2 202530.0K$4M+0.97%
Q1 202530.0K$4M+0.87%
Q4 202430.0K$4M+0.93%
Q3 202430.0K$3M+0.78%
Q2 202430.0K$3M+0.77%
Q1 202430.0K$3M+0.78%
Q4 202330.0K$3M+0.60%
Q3 202330.0K$2M+0.59%
Q2 202330.0K$3M+0.60%
Q1 202330.0K$3M+0.69%
Q4 202230.0K$3M+0.58%
Q3 202230.0K$2M+0.59%
Q2 202230.0K$2M+0.53%
Q1 202230.0K$3M+0.48%
Q4 202130.0K$3M+0.52%
Q3 202130.0K$3M+0.57%
Q2 202130.0K$3M+0.53%
Q1 202130.0K$2M+0.50%
Q3 202030.0K$1M+0.39%
Q2 202030.0K$1M+0.44%
Q1 202030.0K$1M+0.37%
Q4 201930.0K$2M+0.45%
Q3 201930.0K$1M+0.42%
Q2 201930.0K$1M+0.44%
Q1 201930.0K$1M+0.42%
Q4 201830.0K$1M+0.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gifford Fong Associates’s full portfolio or all institutional holders of MS.