GJIA
MS icon

Glass Jacobson Investment Advisors’s Morgan Stanley MS Stock Holding History

Glass Jacobson Investment Advisors’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 		$173K Buy
+828
New +$164K 0.05% 214
2025
Q2 		– Sell
-227
Closed -$28.6K – 732
2025
Q1 		$28.6K Hold
227
– – 0.01% 459
2024
Q4 		$28.6K Buy
227
+41
+22% +$5.05K 0.01% 459
2024
Q3 		$19.4K Hold
186
– – 0.01% 500
2024
Q2 		$18.1K Hold
186
– – 0.01% 497
2024
Q1 		$17.5K Buy
186
+1
+0.5% +$88 0.01% 496
2023
Q4 		$17.3K Sell
185
-143
-44% -$11.4K 0.01% 465
2023
Q3 		$26.8K Buy
328
+143
+77% +$12.4K 0.01% 390
2023
Q2 		$15.8K Buy
+185
New +$15.8K 0.01% 454
2022
Q4 		$15.7K Buy
+184
New +$15.7K 0.01% 461

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

Glass Jacobson Investment Advisors's MS Position: Q2 2026 in Review

Glass Jacobson Investment Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 828 shares worth $173K. The stake represents 0.05% of the portfolio and ranks #214 among its holdings. This is a return to the name: Glass Jacobson Investment Advisors previously reported a position in MS as recently as Q1 2025.

Glass Jacobson Investment Advisors first reported a position in MS in Q4 2022 and has held it in 10 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Glass Jacobson Investment Advisors held 828 shares of Morgan Stanley worth $173K as of Q2 2026.
  • Morgan Stanley was a new Glass Jacobson Investment Advisors position in Q2 2026.
  • Morgan Stanley made up 0.05% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #214 holding.
  • Glass Jacobson Investment Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 10 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.