Jaffetilchin Investment Partners’s Morgan Stanley MS Stock Holding History

Jaffetilchin Investment Partners’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	$466K	Buy	2,831 +1,166	+70%	+$202K	0.03%	281
2025 Q4	$296K	Buy	1,665 +13	+0.8%	+$2.17K	0.02%	362
2025 Q3	$263K	Hold	1,652	–	–	0.02%	386
2025 Q2	$233K	Buy	+1,652	New	+$203K	0.02%	385
2024 Q4	–	Sell	-1,433	Closed	-$149K	–	929
2024 Q3	$149K	Buy	+1,433	New	+$144K	0.01%	400
2019 Q2	–	Sell	-4,903	Closed	-$207K	–	309
2019 Q1	$207K	Buy	+4,903	New	+$206K	0.05%	270
2018 Q4	–	Sell	-4,934	Closed	-$230K	–	319
2018 Q3	$230K	Buy	4,934 +50	+1%	+$2.44K	0.05%	269
2018 Q2	$232K	Hold	4,884	–	–	0.05%	258
2018 Q1	$264K	Sell	4,884 -13,440	-73%	-$744K	0.06%	267
2017 Q4	$961K	Buy	18,324 +13,280	+263%	+$672K	0.32%	62
2017 Q3	$243K	Hold	5,044	–	–	0.06%	256
2017 Q2	$225K	Sell	5,044 -3,207	-39%	-$138K	0.08%	202
2017 Q1	$353K	Buy	8,251 +339	+4%	+$15K	0.09%	189
2016 Q4	$334K	Buy	+7,912	New	+$299K	0.1%	172

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

Jaffetilchin Investment Partners's MS Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Morgan Stanley (MS) stake by 70% in Q1 2026, buying an estimated $202K and bringing the position to 2,831 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #281.

Jaffetilchin Investment Partners first reported a position in MS in Q4 2016 and has held it in 14 quarters since. The position peaked at $961K in Q4 2017. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Jaffetilchin Investment Partners held 2,831 shares of Morgan Stanley worth $466K as of Q1 2026.
Jaffetilchin Investment Partners bought 1,166 Morgan Stanley shares in Q1 2026, an estimated $202K.
Morgan Stanley made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #281 holding.
Jaffetilchin Investment Partners first reported a position in Morgan Stanley in Q4 2016 and has held it in 14 quarters since.
Jaffetilchin Investment Partners's Morgan Stanley position peaked at $961K in Q4 2017.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.