Jones Financial Companies
MS icon

Jones Financial Companies’s Morgan Stanley MS Stock Holding History

Jones Financial Companies’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
Q1 		$95.7M Buy
604,069
+544,738
+918% +$94.3M 0.05% 211
2025
Q4 		$10.5M Buy
59,331
+7,993
+16% +$1.33M 0.01% 438
2025
Q3 		$8.21M Buy
51,338
+2,257
+5% +$333K 0.01% 448
2025
Q2 		$6.91M Buy
49,081
+5,909
+14% +$726K 0.01% 425
2025
Q1 		$4.99M Buy
43,172
+3,433
+9% +$442K ﹤0.01% 425
2024
Q4 		$5M Buy
39,739
+13,711
+53% +$1.69M ﹤0.01% 363
2024
Q3 		$2.71M Buy
26,028
+14,765
+131% +$1.49M ﹤0.01% 390
2024
Q2 		$1.09M Buy
11,263
+8,214
+269% +$782K ﹤0.01% 411
2024
Q1 		$287K Buy
3,049
+898
+42% +$79.1K ﹤0.01% 406
2023
Q4 		$201K Sell
2,151
-1,219
-36% -$97.5K ﹤0.01% 328
2023
Q3 		$275K Sell
3,370
-3,264
-49% -$283K ﹤0.01% 243
2023
Q2 		$567K Buy
6,634
+3,025
+84% +$259K ﹤0.01% 212
2023
Q1 		$317K Sell
3,609
-82
-2% -$7.65K ﹤0.01% 241
2022
Q4 		$314K Buy
3,691
+915
+33% +$78K ﹤0.01% 233
2022
Q3 		$219K Sell
2,776
-888
-24% -$74.8K ﹤0.01% 243
2022
Q2 		$279K Buy
3,664
+22
+0.6% +$1.8K ﹤0.01% 218
2022
Q1 		$318K Buy
3,642
+172
+5% +$16.6K ﹤0.01% 218
2021
Q4 		$341K Buy
3,470
+311
+10% +$31K ﹤0.01% 214
2021
Q3 		$307K Sell
3,159
-39
-1% -$3.86K ﹤0.01% 200
2021
Q2 		$293K Buy
3,198
+1,486
+87% +$127K ﹤0.01% 200
2021
Q1 		$133K Buy
1,712
+363
+27% +$27.8K ﹤0.01% 253
2020
Q4 		$92K Buy
+1,349
New +$77.4K ﹤0.01% 255
2017
Q1 		– Sell
-7,751
Closed -$328K – 226
2016
Q4 		$328K Sell
7,751
-3,367
-30% -$127K ﹤0.01% 195
2016
Q3 		$357K Sell
11,118
-615
-5% -$18.3K ﹤0.01% 190
2016
Q2 		$304K Sell
11,733
-13
-0.1% -$340 ﹤0.01% 200
2016
Q1 		$293K Sell
11,746
-1,090
-8% -$27.8K ﹤0.01% 196
2015
Q4 		$409K Sell
12,836
-1,159
-8% -$38.5K ﹤0.01% 189
2015
Q3 		$441K Sell
13,995
-6,418
-31% -$234K ﹤0.01% 189
2015
Q2 		$792K Sell
20,413
-1,879
-8% -$71.5K 0.01% 165
2015
Q1 		$796K Sell
22,292
-1,496
-6% -$53.7K 0.01% 169
2014
Q4 		$923K Sell
23,788
-1,535
-6% -$54.6K 0.01% 168
2014
Q3 		$876K Sell
25,323
-2,321
-8% -$77.3K 0.01% 166
2014
Q2 		$893K Sell
27,644
-4,145
-13% -$128K 0.01% 160
2014
Q1 		$991K Sell
31,789
-5,301
-14% -$164K 0.01% 155
2013
Q4 		$1.16M Sell
37,090
-4,606
-11% -$137K 0.01% 149
2013
Q3 		$1.12M Sell
41,696
-4,002
-9% -$107K 0.01% 142
2013
Q2 		$1.12M Buy
+45,698
New +$1.08M 0.01% 140

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jones Financial Companies's MS Position: Q1 2026 in Review

Jones Financial Companies increased its Morgan Stanley (MS) stake by 918% in Q1 2026, buying an estimated $94.3M and bringing the position to 604,069 shares worth $95.7M. The position accounts for 0.05% of the portfolio, ranked #211.

Jones Financial Companies first reported a position in MS in Q2 2013 and has held it in 37 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Jones Financial Companies held 604,069 shares of Morgan Stanley worth $95.7M as of Q1 2026.
  • Jones Financial Companies bought 544,738 Morgan Stanley shares in Q1 2026, an estimated $94.3M.
  • Morgan Stanley made up 0.05% of Jones Financial Companies's portfolio in Q1 2026, its #211 holding.
  • Jones Financial Companies first reported a position in Morgan Stanley in Q2 2013 and has held it in 37 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.