JNBA Financial Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.18K | Buy |
20
+12
| +150% | +$2.38K | ﹤0.01% | 637 |
|
|
2026
Q1 | $1.32K | Hold |
8
| – | – | ﹤0.01% | 771 |
|
|
2025
Q4 | $1.42K | Sell |
8
-36
| -82% | -$6K | ﹤0.01% | 712 |
|
|
2025
Q3 | $7K | Hold |
44
| – | – | ﹤0.01% | 522 |
|
|
2025
Q2 | $6.2K | Hold |
44
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $5.13K | Sell |
44
-68
| -61% | -$8.76K | ﹤0.01% | 537 |
|
|
2024
Q4 | $14.1K | Sell |
112
-40
| -26% | -$4.93K | ﹤0.01% | 425 |
|
|
2024
Q3 | $15.8K | Hold |
152
| – | – | ﹤0.01% | 412 |
|
|
2024
Q2 | $14.8K | Hold |
152
| – | – | ﹤0.01% | 416 |
|
|
2024
Q1 | $14.3K | Hold |
152
| – | – | ﹤0.01% | 430 |
|
|
2023
Q4 | $14.2K | Sell |
152
-48
| -24% | -$3.84K | ﹤0.01% | 428 |
|
|
2023
Q3 | $16.3K | Buy |
200
+48
| +32% | +$4.17K | ﹤0.01% | 410 |
|
|
2023
Q2 | $13K | Buy |
152
+44
| +41% | +$3.76K | ﹤0.01% | 434 |
|
|
2023
Q1 | $9.48K | Buy |
108
+68
| +170% | +$6.35K | ﹤0.01% | 492 |
|
|
2022
Q4 | $3.4K | Hold |
40
| – | – | ﹤0.01% | 549 |
|
|
2022
Q3 | $3K | Sell |
40
-138
| -78% | -$11.6K | ﹤0.01% | 574 |
|
|
2022
Q2 | $14K | Buy |
178
+138
| +345% | +$11.3K | ﹤0.01% | 451 |
|
|
2022
Q1 | $3K | Sell |
40
-179
| -82% | -$17.3K | ﹤0.01% | 603 |
|
|
2021
Q4 | $21K | Buy |
219
+179
| +448% | +$17.8K | ﹤0.01% | 412 |
|
|
2021
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 617 |
|
|
2021
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 570 |
|
|
2021
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 576 |
|
|
2020
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 532 |
|
|
2020
Q3 | $2K | Buy |
+40
| New | +$2.02K | ﹤0.01% | 522 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$23K | – | 656 |
|
|
2018
Q3 | $23K | Buy |
500
+200
| +67% | +$9.77K | 0.01% | 300 |
|
|
2018
Q2 | $14K | Buy |
+300
| New | +$15.7K | ﹤0.01% | 361 |
|
|
2016
Q4 | – | Sell |
-4,020
| Closed | -$129K | – | 1003 |
|
|
2016
Q3 | $129K | Buy |
+4,020
| New | +$120K | 0.02% | 302 |
|
|
2014
Q3 | – | Sell |
-305
| Closed | -$10K | – | 598 |
|
|
2014
Q2 | $10K | Hold |
305
| – | – | ﹤0.01% | 351 |
|
|
2014
Q1 | $10K | Hold |
305
| – | – | 0.01% | 329 |
|
|
2013
Q4 | $10K | Hold |
305
| – | – | 0.01% | 319 |
|
|
2013
Q3 | $8K | Hold |
305
| – | – | 0.01% | 321 |
|
|
2013
Q2 | $7K | Buy |
+305
| New | +$7.23K | ﹤0.01% | 282 |
|
Other funds holding MS
JNBA Financial Advisors's MS Position: Q2 2026 in Review
JNBA Financial Advisors increased its Morgan Stanley (MS) stake by 150% in Q2 2026, buying an estimated $2.38K and bringing the position to 20 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #637.
JNBA Financial Advisors first reported a position in MS in Q2 2013 and has held it in 32 quarters since. The position peaked at $129K in Q3 2016. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- JNBA Financial Advisors held 20 shares of Morgan Stanley worth $4.18K as of Q2 2026.
- JNBA Financial Advisors bought 12 Morgan Stanley shares in Q2 2026, an estimated $2.38K.
- Morgan Stanley made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #637 holding.
- JNBA Financial Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 32 quarters since.
- JNBA Financial Advisors's Morgan Stanley position peaked at $129K in Q3 2016.
- 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.