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JMAC Enterprises’s Morgan Stanley MS Stock Holding History

JMAC Enterprises’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 		$1.34M Hold
6,400
– – 0.23% 50
2026
Q1 		$1.05M Hold
6,400
– – 0.2% 60
2025
Q4 		$1.14M Sell
6,400
-200
-3% -$33.4K 0.22% 56
2025
Q3 		$1.05M Sell
6,600
-500
-7% -$73.8K 0.21% 57
2025
Q2 		$1M Buy
7,100
+400
+6% +$49.1K 0.21% 57
2025
Q1 		$782K Buy
6,700
+800
+14% +$103K 0.19% 67
2024
Q4 		$742K Sell
5,900
-2,800
-32% -$345K 0.12% 115
2024
Q3 		$907K Buy
8,700
+1,100
+14% +$111K 0.14% 106
2024
Q2 		$739K Sell
7,600
-1,300
-15% -$124K 0.13% 114
2024
Q1 		$838K Buy
8,900
+5,000
+128% +$440K 0.16% 101
2023
Q4 		$364K Buy
3,900
+1,200
+44% +$96K 0.08% 136
2023
Q3 		$221K Buy
+2,700
New +$234K 0.05% 151

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JMAC Enterprises's MS Position: Q2 2026 in Review

JMAC Enterprises held its Morgan Stanley (MS) position steady in Q2 2026 at 6,400 shares worth $1.34M. The position accounts for 0.23% of the portfolio, ranked #50.

JMAC Enterprises first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • JMAC Enterprises held 6,400 shares of Morgan Stanley worth $1.34M as of Q2 2026.
  • JMAC Enterprises left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.23% of JMAC Enterprises's portfolio in Q2 2026, its #50 holding.
  • JMAC Enterprises first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on JMAC Enterprises's 13F filing for Q2 2026, filed 28 Jul 2026.