Jacobs Levy Equity Management’s Morgan Stanley MS Stock Holding History

Jacobs Levy Equity 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 Q1	–	Sell	-15,032	Closed	-$2.67M	–	1029
2025 Q4	$2.67M	Sell	15,032 -45,080	-75%	-$7.52M	0.01%	538
2025 Q3	$9.56M	Sell	60,112 -13,242	-18%	-$1.96M	0.04%	308
2025 Q2	$10.3M	Buy	73,354 +413	+0.6%	+$50.7K	0.04%	299
2025 Q1	$8.51M	Buy	+72,941	New	+$9.4M	0.03%	368
2019 Q1	–	Sell	-25,520	Closed	-$1.01M	–	1006
2018 Q4	$1.01M	Sell	25,520 -390	-2%	-$17K	0.02%	596
2018 Q3	$1.21M	Sell	25,910 -1,140	-4%	-$55.7K	0.02%	618
2018 Q2	$1.28M	Buy	+27,050	New	+$1.41M	0.02%	600
2016 Q4	–	Sell	-78,300	Closed	-$2.51M	–	1028
2016 Q3	$2.51M	Buy	78,300 +36,500	+87%	+$1.09M	0.04%	377
2016 Q2	$1.09M	Buy	41,800 +980	+2%	+$25.6K	0.02%	569
2016 Q1	$1.02M	Buy	+40,820	New	+$1.04M	0.02%	562
2015 Q3	–	Sell	-41,830	Closed	-$1.62M	–	847
2015 Q2	$1.62M	Sell	41,830 -217,090	-84%	-$8.26M	0.03%	404
2015 Q1	$9.24M	Buy	+258,920	New	+$9.29M	0.16%	174

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jacobs Levy Equity Management's MS Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 15,032 shares — an estimated $2.67M sold.

Jacobs Levy Equity Management first reported a position in MS in Q1 2015 and held it in 12 quarters. The position peaked at $10.3M in Q2 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Jacobs Levy Equity Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Jacobs Levy Equity Management sold 15,032 Morgan Stanley shares in Q1 2026, an estimated $2.67M.
Jacobs Levy Equity Management first reported a position in Morgan Stanley in Q1 2015 and held it in 12 quarters.
Jacobs Levy Equity Management's Morgan Stanley position peaked at $10.3M in Q2 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.