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Jackson Creek Investment Advisors’s Morgan Stanley MS Stock Holding History

Jackson Creek Investment 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
Q1 		$597K Sell
3,628
-21
-0.6% -$3.64K 0.18% 184
2025
Q4 		$648K Sell
3,649
-108
-3% -$18K 0.19% 179
2025
Q3 		$597K Sell
3,757
-28
-0.7% -$4.13K 0.17% 186
2025
Q2 		$533K Sell
3,785
-81
-2% -$9.95K 0.14% 223
2025
Q1 		$451K Buy
3,866
+94
+2% +$12.1K 0.14% 240
2024
Q4 		$474K Sell
3,772
-110
-3% -$13.5K 0.14% 235
2024
Q3 		$405K Sell
3,882
-68
-2% -$6.85K 0.12% 249
2024
Q2 		$384K Sell
3,950
-185
-4% -$17.6K 0.14% 250
2024
Q1 		$389K Sell
4,135
-223
-5% -$19.6K 0.14% 266
2023
Q4 		$406K Sell
4,358
-153
-3% -$12.2K 0.16% 257
2023
Q3 		$368K Sell
4,511
-242
-5% -$21K 0.16% 262
2023
Q2 		$406K Sell
4,753
-959
-17% -$82K 0.16% 259
2023
Q1 		$502K Hold
5,712
– – 0.21% 240
2022
Q4 		$486K Sell
5,712
-32
-0.6% -$2.73K 0.22% 238
2022
Q3 		$454K Buy
5,744
+32
+0.6% +$2.7K 0.21% 229
2022
Q2 		$482K Sell
5,712
-24
-0.4% -$1.97K 0.19% 238
2022
Q1 		$501K Sell
5,736
-210
-4% -$20.3K 0.18% 245
2021
Q4 		$584K Sell
5,946
-36
-0.6% -$3.59K 0.21% 219
2021
Q3 		$582K Sell
5,982
-8,471
-59% -$839K 0.22% 217
2021
Q2 		$1.32M Sell
14,453
-20
-0.1% -$1.72K 0.49% 28
2021
Q1 		$1.12M Sell
14,473
-532
-4% -$40.8K 0.39% 111
2020
Q4 		$1.03M Sell
15,005
-4,471
-23% -$257K 0.4% 99
2020
Q3 		$942K Buy
+19,476
New +$981K 0.43% 64

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jackson Creek Investment Advisors's MS Position: Q1 2026 in Review

Jackson Creek Investment Advisors reduced its Morgan Stanley (MS) stake by 0.58% in Q1 2026, selling an estimated $3.64K and leaving 3,628 shares worth $597K. The position accounts for 0.18% of the portfolio, ranked #184.

Jackson Creek Investment Advisors first reported a position in MS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q2 2021. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Jackson Creek Investment Advisors held 3,628 shares of Morgan Stanley worth $597K as of Q1 2026.
  • Jackson Creek Investment Advisors sold 21 Morgan Stanley shares in Q1 2026, an estimated $3.64K.
  • Morgan Stanley made up 0.18% of Jackson Creek Investment Advisors's portfolio in Q1 2026, its #184 holding.
  • Jackson Creek Investment Advisors first reported a position in Morgan Stanley in Q3 2020 and has held it in 23 quarters since.
  • Jackson Creek Investment Advisors's Morgan Stanley position peaked at $1.32M in Q2 2021.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.