Janney Montgomery Scott
MS icon

Janney Montgomery Scott’s Morgan Stanley MS Stock Holding History

Janney Montgomery Scott’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 		$90M Buy
430,401
+2,497
+0.6% +$494K 0.17% 126
2026
Q1 		$70.4M Buy
427,904
+112,129
+36% +$19.4M 0.17% 126
2025
Q4 		$56.1M Buy
315,775
+2,322
+0.7% +$387K 0.13% 164
2025
Q3 		$49.8M Sell
313,453
-14,178
-4% -$2.09M 0.12% 176
2025
Q2 		$46.1M Sell
327,631
-5,665
-2% -$696K 0.12% 174
2025
Q1 		$38.9M Buy
333,296
+19,771
+6% +$2.55M 0.11% 185
2024
Q4 		$39.4M Sell
313,525
-3,714
-1% -$457K 0.11% 187
2024
Q3 		$33.1M Buy
317,239
+17,036
+6% +$1.72M 0.09% 222
2024
Q2 		$29.2M Sell
300,203
-25,316
-8% -$2.41M 0.09% 230
2024
Q1 		$30.7M Sell
325,519
-14,388
-4% -$1.27M 0.09% 227
2023
Q4 		$31.7M Sell
339,907
-6,204
-2% -$496K 0.1% 194
2023
Q3 		$28.3M Buy
346,111
+17,378
+5% +$1.51M 0.11% 183
2023
Q2 		$28.1M Buy
328,733
+11,206
+4% +$958K 0.1% 197
2023
Q1 		$27.9M Sell
317,527
-19,734
-6% -$1.84M 0.11% 179
2022
Q4 		$28.7M Sell
337,261
-4,776
-1% -$407K 0.11% 175
2022
Q3 		$27M Buy
342,037
+15,703
+5% +$1.32M 0.12% 168
2022
Q2 		$25.1M Sell
326,334
-51,900
-14% -$4.25M 0.11% 183
2022
Q1 		$33.1M Buy
378,234
+65,570
+21% +$6.33M 0.14% 147
2021
Q4 		$30.7M Buy
312,664
+7,813
+3% +$778K 0.12% 176
2021
Q3 		$29.7M Sell
304,851
-563
-0.2% -$55.8K 0.13% 161
2021
Q2 		$28M Buy
305,414
+20,334
+7% +$1.74M 0.12% 172
2021
Q1 		$22.1M Buy
285,080
+25,922
+10% +$1.99M 0.11% 185
2020
Q4 		$17.8M Sell
259,158
-7,248
-3% -$416K 0.09% 222
2020
Q3 		$12.9M Buy
266,406
+8,622
+3% +$434K 0.07% 251
2020
Q2 		$12.5M Buy
257,784
+218,732
+560% +$9.19M 0.08% 245
2020
Q1 		$1.33M Buy
39,052
+3,355
+9% +$158K 0.01% 842
2019
Q4 		$1.82M Buy
35,697
+3,390
+10% +$160K 0.01% 835
2019
Q3 		$1.38M Buy
32,307
+5,015
+18% +$214K 0.01% 895
2019
Q2 		$1.2M Sell
27,292
-2,549
-9% -$114K 0.01% 961
2019
Q1 		$1.26M Sell
29,841
-4,227
-12% -$178K 0.01% 896
2018
Q4 		$1.35M Sell
34,068
-5,992
-15% -$261K 0.01% 787
2018
Q3 		$1.87M Buy
40,060
+8,473
+27% +$414K 0.02% 729
2018
Q2 		$1.5M Buy
31,587
+7,292
+30% +$381K 0.01% 788
2018
Q1 		$1.31M Buy
24,295
+888
+4% +$49.2K 0.01% 842
2017
Q4 		$1.23M Buy
23,407
+4,497
+24% +$227K 0.01% 859
2017
Q3 		$911K Buy
18,910
+5,054
+36% +$234K 0.01% 972
2017
Q2 		$617K Sell
13,856
-777
-5% -$33.5K 0.01% 1089
2017
Q1 		$627K Sell
14,633
-11,926
-45% -$529K 0.01% 1054
2016
Q4 		$1.12M Sell
26,559
-4,835
-15% -$183K 0.02% 734
2016
Q3 		$1.01M Sell
31,394
-16,634
-35% -$496K 0.02% 661
2016
Q2 		$1.25M Buy
48,028
+24,014
+100% +$628K 0.03% 366
2016
Q1 		$601K Sell
24,014
-2,470
-9% -$63K 0.02% 701
2015
Q4 		$842K Sell
26,484
-4,023
-13% -$134K 0.02% 607
2015
Q3 		$961K Buy
30,507
+1
+0% +$36 0.03% 552
2015
Q2 		$1.18M Buy
30,506
+2,574
+9% +$98K 0.02% 696
2015
Q1 		$997K Buy
27,932
+5,188
+23% +$186K 0.02% 892
2014
Q4 		$882K Buy
22,744
+2,370
+12% +$84.3K 0.02% 937
2014
Q3 		$704K Buy
20,374
+1,617
+9% +$53.9K 0.01% 1036
2014
Q2 		$606K Buy
18,757
+2,841
+18% +$87.6K 0.01% 1102
2014
Q1 		$496K Sell
15,916
-1,866
-10% -$57.6K 0.01% 1140
2013
Q4 		$558K Sell
17,782
-1,021
-5% -$30.4K 0.01% 1018
2013
Q3 		$507K Buy
18,803
+4,441
+31% +$119K 0.02% 986
2013
Q2 		$351K Buy
+14,362
New +$341K 0.04% 490

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 $3.37T AUM 44.26% 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

Janney Montgomery Scott's MS Position: Q2 2026 in Review

Janney Montgomery Scott increased its Morgan Stanley (MS) stake by 0.58% in Q2 2026, buying an estimated $494K and bringing the position to 430,401 shares worth $90M. The position accounts for 0.17% of the portfolio, ranked #126.

Janney Montgomery Scott first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Janney Montgomery Scott held 430,401 shares of Morgan Stanley worth $90M as of Q2 2026.
  • Janney Montgomery Scott bought 2,497 Morgan Stanley shares in Q2 2026, an estimated $494K.
  • Morgan Stanley made up 0.17% of Janney Montgomery Scott's portfolio in Q2 2026, its #126 holding.
  • Janney Montgomery Scott first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.