GJWM
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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
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Gilliland Jeter Wealth Management's MS Position: Q2 2026 in Review

Gilliland Jeter Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,033 shares worth $216K. The stake represents 0.06% of the portfolio and ranks #185 among its holdings. This is a return to the name: Gilliland Jeter Wealth Management previously reported a position in MS as recently as Q3 2024.

Gilliland Jeter Wealth Management first reported a position in MS in Q1 2024 and has held it in 4 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Gilliland Jeter Wealth Management held 1,033 shares of Morgan Stanley worth $216K as of Q2 2026.
  • Morgan Stanley was a new Gilliland Jeter Wealth Management position in Q2 2026.
  • Morgan Stanley made up 0.06% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Gilliland Jeter Wealth Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 4 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.