Jacobs Levy Equity Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $2.67M | Sell |
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|
2025
Q3 | $9.56M | Sell |
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|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $8.51M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.01M | Sell |
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|
2018
Q3 | $1.21M | Sell |
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|
2018
Q2 | $1.28M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.51M | Buy |
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|
2016
Q2 | $1.09M | Buy |
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|
2016
Q1 | $1.02M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.62M | Sell |
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|
2015
Q1 | $9.24M | Buy |
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