Jackson Wealth Management’s Morgan Stanley MS Stock Holding History

Jackson Wealth 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	$471K	Buy	+2,253	New	+$446K	0.28%	51
2025 Q2	–	Sell	-4,060	Closed	-$474K	–	168
2025 Q1	$474K	Buy	+4,060	New	+$523K	0.06%	114
2024 Q2	–	Sell	-2,568	Closed	-$242K	–	125
2024 Q1	$242K	Sell	2,568 -27,852	-92%	-$2.45M	0.03%	128
2023 Q4	$2.84M	Sell	30,420 -13,481	-31%	-$1.08M	0.37%	59
2023 Q3	$3.58M	Sell	43,901 -2,181	-5%	-$189K	0.51%	43
2023 Q2	$3.94M	Buy	+46,082	New	+$3.94M	0.58%	40
2023 Q1	–	Sell	-40,098	Closed	-$3.41M	–	161
2022 Q4	$3.41M	Sell	40,098 -18,302	-31%	-$1.56M	1.25%	27
2022 Q3	$4.61M	Buy	58,400 +35,230	+152%	+$2.97M	0.91%	30
2022 Q2	$1.76M	Sell	23,170 -31,593	-58%	-$2.59M	0.82%	35
2022 Q1	$4.79M	Buy	+54,763	New	+$5.28M	0.66%	41

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jackson Wealth Management's MS Position: Q2 2026 in Review

Jackson Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 2,253 shares worth $471K. The stake represents 0.28% of the portfolio and ranks #51 among its holdings. This is a return to the name: Jackson Wealth Management previously reported a position in MS as recently as Q1 2025.

Jackson Wealth Management first reported a position in MS in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.79M in Q1 2022. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Jackson Wealth Management held 2,253 shares of Morgan Stanley worth $471K as of Q2 2026.
Morgan Stanley was a new Jackson Wealth Management position in Q2 2026.
Morgan Stanley made up 0.28% of Jackson Wealth Management's portfolio in Q2 2026, its #51 holding.
Jackson Wealth Management first reported a position in Morgan Stanley in Q1 2022 and has held it in 10 quarters since.
Jackson Wealth Management's Morgan Stanley position peaked at $4.79M in Q1 2022.
2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.