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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
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 $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

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

J.M. Forbes & Co opened a new position in Morgan Stanley (MS) in Q2 2026: 1,186 shares worth $248K. The stake represents 0.02% of the portfolio and ranks #146 among its holdings. This is a return to the name: J.M. Forbes & Co previously reported a position in MS as recently as Q4 2025.

J.M. Forbes & Co first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • J.M. Forbes & Co held 1,186 shares of Morgan Stanley worth $248K as of Q2 2026.
  • Morgan Stanley was a new J.M. Forbes & Co position in Q2 2026.
  • Morgan Stanley made up 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #146 holding.
  • J.M. Forbes & Co first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.