JPWM
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Jamison Private Wealth Management’s Morgan Stanley MS Stock Holding History

Jamison Private Wealth 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 		$2.2M Buy
10,505
+348
+3% +$68.9K 0.22% 89
2026
Q1 		$1.67M Buy
10,157
+109
+1% +$18.9K 0.2% 96
2025
Q4 		$1.78M Buy
10,048
+148
+1% +$24.7K 0.22% 92
2025
Q3 		$1.57M Buy
9,900
+2,423
+32% +$358K 0.2% 97
2025
Q2 		$1.05M Buy
7,477
+23
+0.3% +$2.83K 0.15% 102
2025
Q1 		$870K Buy
7,454
+891
+14% +$115K 0.13% 110
2024
Q4 		$825K Buy
6,563
+3,962
+152% +$488K 0.12% 114
2024
Q3 		$271K Buy
2,601
+1,479
+132% +$149K 0.04% 169
2024
Q2 		$109K Buy
1,122
+257
+30% +$24.5K 0.02% 212
2024
Q1 		$81.5K Buy
865
+204
+31% +$18K 0.01% 228
2023
Q4 		$61.6K Buy
661
+311
+89% +$24.9K 0.01% 227
2023
Q3 		$28.6K Buy
+350
New +$30.4K 0.01% 253

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jamison Private Wealth Management's MS Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Morgan Stanley (MS) stake by 3.4% in Q2 2026, buying an estimated $68.9K and bringing the position to 10,505 shares worth $2.2M. The position accounts for 0.22% of the portfolio, ranked #89.

Jamison Private Wealth Management first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 950 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Jamison Private Wealth Management held 10,505 shares of Morgan Stanley worth $2.2M as of Q2 2026.
  • Jamison Private Wealth Management bought 348 Morgan Stanley shares in Q2 2026, an estimated $68.9K.
  • Morgan Stanley made up 0.22% of Jamison Private Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Jamison Private Wealth Management first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 950 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.