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Jackson Square Capital’s Morgan Stanley MS Stock Holding History

Jackson Square Capital’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 		$213K Buy
+1,019
New +$202K 0.03% 133
2026
Q1 		– Sell
-1,151
Closed -$204K – 153
2025
Q4 		$204K Buy
+1,151
New +$192K 0.04% 149
2025
Q3 		– Sell
-2,741
Closed -$386K – 154
2025
Q2 		$386K Hold
2,741
– – 0.09% 119
2025
Q1 		$320K Sell
2,741
-19
-0.7% -$2.45K 0.1% 110
2024
Q4 		$347K Buy
2,760
+19
+0.7% +$2.34K 0.08% 126
2024
Q3 		$286K Hold
2,741
– – 0.07% 121
2024
Q2 		$266K Hold
2,741
– – 0.07% 116
2024
Q1 		$258K Hold
2,741
– – 0.07% 119
2023
Q4 		$256K Sell
2,741
-592
-18% -$47.4K 0.08% 107
2023
Q3 		$272K Hold
3,333
– – 0.11% 100
2023
Q2 		$285K Hold
3,333
– – 0.11% 104
2023
Q1 		$293K Sell
3,333
-2,019
-38% -$188K 0.13% 95
2022
Q4 		$455K Buy
5,352
+185
+4% +$15.8K 0.21% 87
2022
Q3 		$408K Hold
5,167
– – 0.2% 85
2022
Q2 		$393K Hold
5,167
– – 0.17% 88
2022
Q1 		$452K Buy
5,167
+112
+2% +$10.8K 0.14% 116
2021
Q4 		$496K Sell
5,055
-96
-2% -$9.56K 0.14% 132
2021
Q3 		$501K Hold
5,151
– – 0.16% 118
2021
Q2 		$472K Buy
5,151
+412
+9% +$35.3K 0.15% 114
2021
Q1 		$368K Buy
+4,739
New +$363K 0.14% 125
2020
Q4 		– Sell
-121
Closed -$6K – 265
2020
Q3 		$6K Sell
121
-58
-32% -$2.92K ﹤0.01% 291
2020
Q2 		$9K Buy
+179
New +$7.52K ﹤0.01% 250

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

Jackson Square Capital's MS Position: Q2 2026 in Review

Jackson Square Capital opened a new position in Morgan Stanley (MS) in Q2 2026: 1,019 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #133 among its holdings. This is a return to the name: Jackson Square Capital previously reported a position in MS as recently as Q4 2025.

Jackson Square Capital first reported a position in MS in Q2 2020 and has held it in 22 quarters since. The position peaked at $501K in Q3 2021. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Jackson Square Capital held 1,019 shares of Morgan Stanley worth $213K as of Q2 2026.
  • Morgan Stanley was a new Jackson Square Capital position in Q2 2026.
  • Morgan Stanley made up 0.03% of Jackson Square Capital's portfolio in Q2 2026, its #133 holding.
  • Jackson Square Capital first reported a position in Morgan Stanley in Q2 2020 and has held it in 22 quarters since.
  • Jackson Square Capital's Morgan Stanley position peaked at $501K in Q3 2021.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.