JWCA
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J.W. Cole Advisors’s Morgan Stanley MS Stock Holding History

J.W. Cole 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 		$4.87M Buy
+23,308
New +$4.62M 0.08% 248
2026
Q1 		– Sell
-23,603
Closed -$2.44M – 1209
2025
Q4 		$2.44M Buy
23,603
+408
+2% +$68.1K 0.06% 322
2025
Q3 		$3.69M Buy
23,195
+199
+0.9% +$29.4K 0.07% 274
2025
Q2 		$3.24M Buy
22,996
+10,903
+90% +$1.34M 0.07% 278
2025
Q1 		$1.39M Sell
12,093
-656
-5% -$84.5K 0.04% 426
2024
Q4 		$1.6M Sell
12,749
-756
-6% -$93.1K 0.06% 291
2024
Q3 		$1.41M Buy
13,505
+281
+2% +$28.3K 0.06% 319
2024
Q2 		$1.29M Sell
13,224
-378
-3% -$36K 0.06% 303
2024
Q1 		$1.28M Buy
13,602
+596
+5% +$52.5K 0.06% 291
2023
Q4 		$1.21M Buy
13,006
+1,457
+13% +$117K 0.07% 276
2023
Q3 		$943K Buy
11,549
+298
+3% +$25.9K 0.07% 268
2023
Q2 		$961K Sell
11,251
-824
-7% -$70.5K 0.07% 275
2023
Q1 		$1.06M Buy
12,075
+245
+2% +$22.9K 0.08% 275
2022
Q4 		$1.01M Buy
11,830
+386
+3% +$32.9K 0.08% 264
2022
Q3 		$904K Buy
11,444
+783
+7% +$66K 0.08% 270
2022
Q2 		$811K Buy
10,661
+146
+1% +$12K 0.06% 299
2022
Q1 		$919K Buy
10,515
+3,676
+54% +$355K 0.06% 298
2021
Q4 		$671K Sell
6,839
-241
-3% -$24K 0.04% 381
2021
Q3 		$689K Buy
7,080
+855
+14% +$84.7K 0.05% 210
2021
Q2 		$571K Sell
6,225
-964
-13% -$82.7K 0.04% 395
2021
Q1 		$558K Buy
7,189
+354
+5% +$27.1K 0.05% 364
2020
Q4 		$468K Sell
6,835
-5,222
-43% -$300K 0.05% 359
2020
Q3 		$573K Buy
+12,057
New +$607K 0.04% 382
2020
Q1 		– Sell
-7,652
Closed -$391K – 357
2019
Q4 		$391K Buy
+7,652
New +$362K 0.05% 356

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.W. Cole Advisors's MS Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 23,308 shares worth $4.87M. The stake represents 0.08% of the portfolio and ranks #248 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in MS as recently as Q4 2025.

J.W. Cole Advisors first reported a position in MS in Q4 2019 and has held it in 24 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • J.W. Cole Advisors held 23,308 shares of Morgan Stanley worth $4.87M as of Q2 2026.
  • Morgan Stanley was a new J.W. Cole Advisors position in Q2 2026.
  • Morgan Stanley made up 0.08% of J.W. Cole Advisors's portfolio in Q2 2026, its #248 holding.
  • J.W. Cole Advisors first reported a position in Morgan Stanley in Q4 2019 and has held it in 24 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.