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 Q2	$219K	Buy	+1,052	New	+$208K	0.02%	130

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

Jacobs & Co's MS Position: Q2 2026 in Review

Jacobs & Co opened a new position in Morgan Stanley (MS) in Q2 2026: 1,052 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #130 among its holdings.

1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Jacobs & Co held 1,052 shares of Morgan Stanley worth $219K as of Q2 2026.
Morgan Stanley was a new Jacobs & Co position in Q2 2026.
Morgan Stanley made up 0.02% of Jacobs & Co's portfolio in Q2 2026, its #130 holding.
1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Jacobs & Co's 13F filing for Q2 2026, filed 9 Jul 2026.