JCM
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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
Q2 		$490K Sell
2,342
-31
-1% -$6.14K 0.14% 66
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jacobsen Capital Management's MS Position: Q2 2026 in Review

Jacobsen Capital Management reduced its Morgan Stanley (MS) stake by 1.3% in Q2 2026, selling an estimated $6.14K and leaving 2,342 shares worth $490K. The position accounts for 0.14% of the portfolio, ranked #66.

Jacobsen Capital Management first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Jacobsen Capital Management held 2,342 shares of Morgan Stanley worth $490K as of Q2 2026.
  • Jacobsen Capital Management sold 31 Morgan Stanley shares in Q2 2026, an estimated $6.14K.
  • Morgan Stanley made up 0.14% of Jacobsen Capital Management's portfolio in Q2 2026, its #66 holding.
  • Jacobsen Capital Management first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.