JFS Wealth Advisors
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JFS Wealth Advisors’s Morgan Stanley MS Stock Holding History

JFS Wealth Advisors’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 		$489K Sell
2,598
-9
-0.3% -$1.91K 0.02% 230
2026
Q2 		$545K Buy
2,607
+36
+1% +$7.13K 0.03% 222
2026
Q1 		$423K Sell
2,571
-39
-1% -$6.75K 0.02% 245
2025
Q4 		$463K Sell
2,610
-1,090
-29% -$182K 0.03% 235
2025
Q3 		$588K Buy
3,700
+3,085
+502% +$456K 0.03% 218
2025
Q2 		$86.6K Sell
615
-62
-9% -$7.62K 0.01% 390
2025
Q1 		$79K Sell
677
-1
-0.1% -$129 0.01% 397
2024
Q4 		$85.2K Buy
678
+4
+0.6% +$493 0.01% 378
2024
Q3 		$70.3K Sell
674
-284
-30% -$28.6K ﹤0.01% 415
2024
Q2 		$93.1K Sell
958
-272
-22% -$25.9K 0.01% 319
2024
Q1 		$116K Buy
1,230
+90
+8% +$7.93K 0.01% 300
2023
Q4 		$106K Sell
1,140
-6
-0.5% -$480 0.01% 295
2023
Q3 		$93.6K Sell
1,146
-76
-6% -$6.6K 0.01% 288
2023
Q2 		$104K Sell
1,222
-40
-3% -$3.42K 0.01% 276
2023
Q1 		$111K Buy
1,262
+17
+1% +$1.59K 0.01% 262
2022
Q4 		$106K Buy
1,245
+770
+162% +$65.6K 0.01% 272
2022
Q3 		$38K Buy
475
+258
+119% +$21.7K ﹤0.01% 440
2022
Q2 		$17K Sell
217
-174
-45% -$14.3K ﹤0.01% 623
2022
Q1 		$34K Buy
391
+126
+48% +$12.2K ﹤0.01% 497
2021
Q4 		$26K Buy
265
+101
+62% +$10.1K ﹤0.01% 526
2021
Q3 		$16K Buy
164
+79
+93% +$7.83K ﹤0.01% 575
2021
Q2 		$8K Hold
85
– – ﹤0.01% 467
2021
Q1 		$7K Hold
85
– – ﹤0.01% 445
2020
Q4 		$6K Buy
+85
New +$4.88K ﹤0.01% 452
2018
Q1 		– Sell
-312
Closed -$16K – 557
2017
Q4 		$16K Buy
+312
New +$15.8K ﹤0.01% 347

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

JFS Wealth Advisors's MS Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Morgan Stanley (MS) stake by 0.35% in Q3 2026, selling an estimated $1.91K and leaving 2,598 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #230.

JFS Wealth Advisors first reported a position in MS in Q4 2017 and has held it in 25 quarters since. The position peaked at $588K in Q3 2025. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • JFS Wealth Advisors held 2,598 shares of Morgan Stanley worth $489K as of Q3 2026.
  • JFS Wealth Advisors sold 9 Morgan Stanley shares in Q3 2026, an estimated $1.91K.
  • Morgan Stanley made up 0.02% of JFS Wealth Advisors's portfolio in Q3 2026, its #230 holding.
  • JFS Wealth Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 25 quarters since.
  • JFS Wealth Advisors's Morgan Stanley position peaked at $588K in Q3 2025.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.