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Janney Capital Management’s Morgan Stanley MS Stock Holding History

Janney 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
2025
Q4 		$19.2M Sell
108,204
-2,025
-2% -$338K 1.21% 20
2025
Q3 		$17.5M Sell
110,229
-3,171
-3% -$468K 1.09% 24
2025
Q2 		$16M Sell
113,400
-1,420
-1% -$174K 1.03% 22
2025
Q1 		$13.4M Sell
114,820
-6,187
-5% -$797K 0.92% 34
2024
Q4 		$15.2M Sell
121,007
-26,341
-18% -$3.24M 1.01% 27
2024
Q3 		$15.4M Sell
147,348
-2,026
-1% -$204K 1.04% 30
2024
Q2 		$14.5M Sell
149,374
-6,613
-4% -$630K 1.02% 28
2024
Q1 		$14.7M Buy
155,987
+152,948
+5,033% +$13.5M 0.98% 29
2023
Q4 		$283K Sell
3,039
-284
-9% -$22.7K 0.02% 210
2023
Q3 		$271K Hold
3,323
– – 0.02% 189
2023
Q2 		$284K Sell
3,323
-7
-0.2% -$599 0.02% 206
2023
Q1 		$292K Buy
3,330
+168
+5% +$15.7K 0.02% 188
2022
Q4 		$269K Buy
3,162
+1
+0% +$85 0.02% 210
2022
Q3 		$250K Buy
3,161
+72
+2% +$6.07K 0.02% 190
2022
Q2 		$235K Hold
3,089
– – 0.02% 181
2022
Q1 		$270K Buy
3,089
+66
+2% +$6.37K 0.02% 179
2021
Q4 		$297K Hold
3,023
– – 0.02% 178
2021
Q3 		$294K Hold
3,023
– – 0.02% 173
2021
Q2 		$277K Hold
3,023
– – 0.02% 185
2021
Q1 		$235K Buy
+3,023
New +$232K 0.02% 190

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Capital Management's MS Position: Q4 2025 in Review

Janney Capital Management reduced its Morgan Stanley (MS) stake by 1.8% in Q4 2025, selling an estimated $338K and leaving 108,204 shares worth $19.2M. The position accounts for 1.21% of the portfolio, ranked #20.

Janney Capital Management first reported a position in MS in Q1 2021 and has held it in 20 quarters since. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Janney Capital Management held 108,204 shares of Morgan Stanley worth $19.2M as of Q4 2025.
  • Janney Capital Management sold 2,025 Morgan Stanley shares in Q4 2025, an estimated $338K.
  • Morgan Stanley made up 1.21% of Janney Capital Management's portfolio in Q4 2025, its #20 holding.
  • Janney Capital Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 20 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.