J2 Capital Management’s Morgan Stanley MS Stock Holding History

J2 Capital Management’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	$324K	Sell	1,548 -370	-19%	-$73.3K	0.22%	99
2026 Q1	$316K	Buy	1,918 +49	+3%	+$8.48K	0.22%	101
2025 Q4	$332K	Sell	1,869 -136	-7%	-$22.7K	0.24%	102
2025 Q3	$319K	Sell	2,005 -23	-1%	-$3.4K	0.24%	102
2025 Q2	$286K	Sell	2,028 -2,093	-51%	-$257K	0.23%	102
2025 Q1	$481K	Sell	4,121 -29	-0.7%	-$3.74K	0.44%	40
2024 Q4	$522K	Buy	+4,150	New	+$511K	0.49%	46

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J2 Capital Management's MS Position: Q2 2026 in Review

J2 Capital Management reduced its Morgan Stanley (MS) stake by 19% in Q2 2026, selling an estimated $73.3K and leaving 1,548 shares worth $324K. The position accounts for 0.22% of the portfolio, ranked #99.

J2 Capital Management first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $522K in Q4 2024. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

J2 Capital Management held 1,548 shares of Morgan Stanley worth $324K as of Q2 2026.
J2 Capital Management sold 370 Morgan Stanley shares in Q2 2026, an estimated $73.3K.
Morgan Stanley made up 0.22% of J2 Capital Management's portfolio in Q2 2026, its #99 holding.
J2 Capital Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
J2 Capital Management's Morgan Stanley position peaked at $522K in Q4 2024.
936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.