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

J.M. Forbes & 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
Q3 		$235K Buy
1,249
+63
+5% +$13.4K 0.02% 147
2026
Q2 		$248K Buy
+1,186
New +$235K 0.02% 146
2026
Q1 		– Sell
-1,186
Closed -$211K – 151
2025
Q4 		$211K Buy
+1,186
New +$198K 0.02% 139

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

J.M. Forbes & Co's MS Position: Q3 2026 in Review

J.M. Forbes & Co increased its Morgan Stanley (MS) stake by 5.3% in Q3 2026, buying an estimated $13.4K and bringing the position to 1,249 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #147.

J.M. Forbes & Co first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $248K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • J.M. Forbes & Co held 1,249 shares of Morgan Stanley worth $235K as of Q3 2026.
  • J.M. Forbes & Co bought 63 Morgan Stanley shares in Q3 2026, an estimated $13.4K.
  • Morgan Stanley made up 0.02% of J.M. Forbes & Co's portfolio in Q3 2026, its #147 holding.
  • J.M. Forbes & Co first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • J.M. Forbes & Co's Morgan Stanley position peaked at $248K in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on J.M. Forbes & Co's 13F filing for Q3 2026, filed 16 Oct 2026.