Jacobs & Co’s Morgan Stanley MS Stock Holding History

Jacobs & Co’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 Q3	–	Sell	-1,052	Closed	-$219K	–	136
2026 Q2	$219K	Buy	+1,052	New	+$208K	0.02%	130

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Jacobs & Co's MS Position: Q3 2026 in Review

Jacobs & Co sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 1,052 shares — an estimated $219K sold.

Jacobs & Co first reported a position in MS in Q2 2026 and held it in 1 quarter. The position peaked at $219K in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Jacobs & Co reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
Jacobs & Co sold 1,052 Morgan Stanley shares in Q3 2026, an estimated $219K.
Jacobs & Co first reported a position in Morgan Stanley in Q2 2026 and held it in 1 quarter.
Jacobs & Co's Morgan Stanley position peaked at $219K in Q2 2026.
1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Jacobs & Co's 13F filing for Q3 2026, filed 9 Oct 2026.