BOJHT
MS icon

Bank of Jackson Hole Trust’s Morgan Stanley MS Stock Holding History

Bank of Jackson Hole Trust’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 		– Sell
-6,928
Closed -$1.14M – 296
2026
Q1 		$1.14M Sell
6,928
-116
-2% -$20.1K 0.55% 44
2025
Q4 		$1.25M Buy
7,044
+146
+2% +$24.4K 0.59% 37
2025
Q3 		$1.1M Sell
6,898
-20
-0.3% -$2.95K 0.55% 41
2025
Q2 		$974K Sell
6,918
-1,284
-16% -$158K 0.55% 39
2025
Q1 		$1.09M Sell
8,202
-374
-4% -$48.2K 0.71% 30
2024
Q4 		$1.08M Buy
+8,576
New +$1.06M 0.72% 31

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 $3.38T AUM 44.17% 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

Bank of Jackson Hole Trust's MS Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 6,928 shares — an estimated $1.14M sold.

Bank of Jackson Hole Trust first reported a position in MS in Q4 2024 and held it in 6 quarters. The position peaked at $1.25M in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 6,928 Morgan Stanley shares in Q2 2026, an estimated $1.14M.
  • Bank of Jackson Hole Trust first reported a position in Morgan Stanley in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's Morgan Stanley position peaked at $1.25M in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.