JCM
MS icon

Jacobsen Capital Management’s Morgan Stanley MS Stock Holding History

Jacobsen Capital 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 		$391K Buy
2,373
+1
+0% +$173 0.13% 69
2025
Q4 		$421K Sell
2,372
-60
-2% -$10K 0.14% 61
2025
Q3 		$387K Buy
2,432
+5
+0.2% +$738 0.13% 65
2025
Q2 		$342K Buy
2,427
+215
+10% +$26.4K 0.13% 67
2025
Q1 		$258K Buy
2,212
+90
+4% +$11.6K 0.11% 80
2024
Q4 		$267K Sell
2,122
-3
-0.1% -$369 0.11% 72
2024
Q3 		$222K Buy
2,125
+11
+0.5% +$1.11K 0.09% 93
2024
Q2 		$205K Buy
+2,114
New +$201K 0.09% 93

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jacobsen Capital Management's MS Position: Q1 2026 in Review

Jacobsen Capital Management increased its Morgan Stanley (MS) stake by 0.04% in Q1 2026, buying an estimated $173 and bringing the position to 2,373 shares worth $391K. The position accounts for 0.13% of the portfolio, ranked #69.

Jacobsen Capital Management first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $421K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Jacobsen Capital Management held 2,373 shares of Morgan Stanley worth $391K as of Q1 2026.
  • Jacobsen Capital Management bought 1 Morgan Stanley share in Q1 2026, an estimated $173.
  • Morgan Stanley made up 0.13% of Jacobsen Capital Management's portfolio in Q1 2026, its #69 holding.
  • Jacobsen Capital Management first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
  • Jacobsen Capital Management's Morgan Stanley position peaked at $421K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.