Jamison Private Wealth Management
MS icon

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
Q3 		$2.1M Buy
11,179
+674
+6% +$143K 0.21% 91
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% +$2.82K 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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Jamison Private Wealth Management's MS Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Morgan Stanley (MS) stake by 6.4% in Q3 2026, buying an estimated $143K and bringing the position to 11,179 shares worth $2.1M. The position accounts for 0.21% of the portfolio, ranked #91.

Jamison Private Wealth Management first reported a position in MS in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.2M in Q2 2026. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Jamison Private Wealth Management held 11,179 shares of Morgan Stanley worth $2.1M as of Q3 2026.
  • Jamison Private Wealth Management bought 674 Morgan Stanley shares in Q3 2026, an estimated $143K.
  • Morgan Stanley made up 0.21% of Jamison Private Wealth Management's portfolio in Q3 2026, its #91 holding.
  • Jamison Private Wealth Management first reported a position in Morgan Stanley in Q3 2023 and has held it in 13 quarters since.
  • Jamison Private Wealth Management's Morgan Stanley position peaked at $2.2M in Q2 2026.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.