Jackson Grant Investment Advisers’s Morgan Stanley MS Stock Holding History

Jackson Grant Investment Advisers’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	$20.9K	Hold	100	–	–	0.01%	259
2026 Q1	$16.5K	Hold	100	–	–	0.01%	269
2025 Q4	$17.8K	Hold	100	–	–	0.01%	260
2025 Q3	$15.9K	Buy	+100	New	+$14.8K	0.01%	271
2023 Q2	–	Sell	-127	Closed	-$11.2K	–	454
2023 Q1	$11.2K	Hold	127	–	–	0.01%	290
2022 Q4	$10.8K	Hold	127	–	–	0.01%	289
2022 Q3	$10K	Hold	127	–	–	0.01%	303
2022 Q2	$10K	Hold	127	–	–	0.01%	314
2022 Q1	$11K	Hold	127	–	–	﹤0.01%	323
2021 Q4	$12K	Hold	127	–	–	0.01%	261
2021 Q3	$12K	Hold	127	–	–	0.01%	322
2021 Q2	$12K	Hold	127	–	–	0.01%	337
2021 Q1	$10K	Buy	+127	New	+$9.73K	﹤0.01%	341
2020 Q2	–	Sell	-200	Closed	-$7K	–	219
2020 Q1	$7K	Hold	200	–	–	0.01%	202
2019 Q4	$10K	Hold	200	–	–	0.01%	204
2019 Q3	$9K	Buy	+200	New	+$8.55K	0.01%	210
2019 Q1	–	Sell	-5,264	Closed	-$209K	–	252
2018 Q4	$209K	Buy	5,264 +36	+0.7%	+$1.57K	0.15%	76
2018 Q3	$243K	Buy	5,228 +32	+0.6%	+$1.56K	0.15%	75
2018 Q2	$246K	Buy	5,196 +24	+0.5%	+$1.25K	0.17%	71
2018 Q1	$279K	Buy	5,172 +24	+0.5%	+$1.33K	0.2%	64
2017 Q4	$270K	Sell	5,148 -481	-9%	-$24.3K	0.18%	67
2017 Q3	$271K	Sell	5,629 -379	-6%	-$17.6K	0.2%	62
2017 Q2	$268K	Buy	6,008 +4	+0.1%	+$172	0.21%	56
2017 Q1	$257K	Buy	6,004 +4	+0.1%	+$177	0.21%	55
2016 Q4	$254K	Buy	+6,000	New	+$227K	0.22%	53
2016 Q1	–	Sell	-158	Closed	-$5K	–	181
2015 Q4	$5K	Buy	+158	New	+$5.25K	﹤0.01%	178

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Jackson Grant Investment Advisers's MS Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Morgan Stanley (MS) position steady in Q2 2026 at 100 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #259.

Jackson Grant Investment Advisers first reported a position in MS in Q4 2015 and has held it in 26 quarters since. The position peaked at $279K in Q1 2018. 1,250 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Jackson Grant Investment Advisers held 100 shares of Morgan Stanley worth $20.9K as of Q2 2026.
Jackson Grant Investment Advisers left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #259 holding.
Jackson Grant Investment Advisers first reported a position in Morgan Stanley in Q4 2015 and has held it in 26 quarters since.
Jackson Grant Investment Advisers's Morgan Stanley position peaked at $279K in Q1 2018.
1,250 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.