J. Goldman & Co’s Morgan Stanley MS Stock Holding History

J. Goldman & Co’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	-15,700	Closed	-$2.58M	–	847
2026 Q1	$2.58M	Buy	+15,700	New	+$2.72M	0.08%	280

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

J. Goldman & Co's MS Position: Q2 2026 in Review

J. Goldman & Co sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 15,700 shares — an estimated $2.58M sold.

J. Goldman & Co first reported a position in MS in Q1 2026 and held it in 1 quarter. The position peaked at $2.58M in Q1 2026. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

J. Goldman & Co reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
J. Goldman & Co sold 15,700 Morgan Stanley shares in Q2 2026, an estimated $2.58M.
J. Goldman & Co first reported a position in Morgan Stanley in Q1 2026 and held it in 1 quarter.
J. Goldman & Co's Morgan Stanley position peaked at $2.58M in Q1 2026.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.