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
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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Glass Jacobson Investment Advisors's MS Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 227 shares — an estimated $28.6K sold.

Glass Jacobson Investment Advisors first reported a position in MS in Q4 2022 and held it in 9 quarters. The position peaked at $28.6K in Q1 2025. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 227 Morgan Stanley shares in Q2 2025, an estimated $28.6K.
Glass Jacobson Investment Advisors first reported a position in Morgan Stanley in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's Morgan Stanley position peaked at $28.6K in Q1 2025.
2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.