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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
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

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

JFS Wealth Advisors's MS Position: Q2 2026 in Review

JFS Wealth Advisors increased its Morgan Stanley (MS) stake by 1.4% in Q2 2026, buying an estimated $7.13K and bringing the position to 2,607 shares worth $545K. The position accounts for 0.03% of the portfolio, ranked #222.

JFS Wealth Advisors first reported a position in MS in Q4 2017 and has held it in 24 quarters since. The position peaked at $588K in Q3 2025. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • JFS Wealth Advisors held 2,607 shares of Morgan Stanley worth $545K as of Q2 2026.
  • JFS Wealth Advisors bought 36 Morgan Stanley shares in Q2 2026, an estimated $7.13K.
  • Morgan Stanley made up 0.03% of JFS Wealth Advisors's portfolio in Q2 2026, its #222 holding.
  • JFS Wealth Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 24 quarters since.
  • JFS Wealth Advisors's Morgan Stanley position peaked at $588K in Q3 2025.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.