JWM
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JGP Wealth Management’s Morgan Stanley MS Stock Holding History

JGP 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
Q2 		$363K Sell
1,736
-446
-20% -$88.3K 0.03% 177
2026
Q1 		$359K Sell
2,182
-576
-21% -$99.7K 0.04% 165
2025
Q4 		$490K Buy
2,758
+224
+9% +$37.4K 0.05% 155
2025
Q3 		$394K Sell
2,534
-1,031
-29% -$152K 0.04% 156
2025
Q2 		$502K Sell
3,565
-121
-3% -$14.9K 0.06% 134
2025
Q1 		$430K Buy
3,686
+290
+9% +$37.4K 0.06% 136
2024
Q4 		$427K Sell
3,396
-54
-2% -$6.65K 0.06% 138
2024
Q3 		$360K Buy
3,450
+226
+7% +$22.8K 0.05% 140
2024
Q2 		$313K Sell
3,224
-13
-0.4% -$1.24K 0.04% 147
2024
Q1 		$305K Sell
3,237
-53
-2% -$4.67K 0.04% 142
2023
Q4 		$307K Buy
3,290
+17
+0.5% +$1.36K 0.05% 144
2023
Q3 		$267K Sell
3,273
-63
-2% -$5.47K 0.04% 136
2023
Q2 		$285K Hold
3,336
– – 0.05% 131
2023
Q1 		$293K Sell
3,336
-62
-2% -$5.79K 0.05% 125
2022
Q4 		$289K Sell
3,398
-40
-1% -$3.41K 0.05% 130
2022
Q3 		$271K Buy
3,438
+44
+1% +$3.71K 0.06% 130
2022
Q2 		$256K Buy
3,394
+62
+2% +$5.08K 0.05% 130
2022
Q1 		$280K Buy
3,332
+142
+4% +$13.7K 0.05% 138
2021
Q4 		$324K Buy
3,190
+33
+1% +$3.29K 0.06% 132
2021
Q3 		$307K Hold
3,157
– – 0.07% 126
2021
Q2 		$289K Sell
3,157
-38,806
-92% -$3.33M 0.06% 133
2021
Q1 		$3.26M Buy
41,963
+38,914
+1,276% +$2.98M 0.73% 44
2020
Q4 		$220K Buy
+3,049
New +$175K 0.05% 138

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

JGP Wealth Management's MS Position: Q2 2026 in Review

JGP Wealth Management reduced its Morgan Stanley (MS) stake by 20% in Q2 2026, selling an estimated $88.3K and leaving 1,736 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #177.

JGP Wealth Management first reported a position in MS in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.26M in Q1 2021. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • JGP Wealth Management held 1,736 shares of Morgan Stanley worth $363K as of Q2 2026.
  • JGP Wealth Management sold 446 Morgan Stanley shares in Q2 2026, an estimated $88.3K.
  • Morgan Stanley made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #177 holding.
  • JGP Wealth Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • JGP Wealth Management's Morgan Stanley position peaked at $3.26M in Q1 2021.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.