Gilliland Jeter Wealth Management
MS icon

Gilliland Jeter Wealth Management’s Morgan Stanley MS Stock Holding History

Gilliland Jeter Wealth Management’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
Q3 		– Sell
-1,033
Closed -$216K – 196
2026
Q2 		$216K Buy
+1,033
New +$205K 0.06% 185
2024
Q4 		– Sell
-980
Closed -$102K – 470
2024
Q3 		$102K Hold
980
– – 0.03% 221
2024
Q2 		$95.3K Hold
980
– – 0.03% 220
2024
Q1 		$92.3K Buy
+980
New +$86.3K 0.03% 224

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Gilliland Jeter Wealth Management's MS Position: Q3 2026 in Review

Gilliland Jeter Wealth Management sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 1,033 shares — an estimated $216K sold.

Gilliland Jeter Wealth Management first reported a position in MS in Q1 2024 and held it in 4 quarters. The position peaked at $216K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Gilliland Jeter Wealth Management reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,033 Morgan Stanley shares in Q3 2026, an estimated $216K.
  • Gilliland Jeter Wealth Management first reported a position in Morgan Stanley in Q1 2024 and held it in 4 quarters.
  • Gilliland Jeter Wealth Management's Morgan Stanley position peaked at $216K in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.