JRPIM
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Journey Retirement Planning & Investment Management’s Morgan Stanley MS Stock Holding History

Journey Retirement Planning & Investment 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 		$308K Hold
1,471
– – 0.24% 112
2026
Q1 		$242K Sell
1,471
-3,101
-68% -$537K 0.21% 118
2025
Q4 		$812K Buy
+4,572
New +$763K 0.17% 121

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Journey Retirement Planning & Investment Management's MS Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 1,471 shares worth $308K. The position accounts for 0.24% of the portfolio, ranked #112.

Journey Retirement Planning & Investment Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $812K in Q4 2025. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 1,471 shares of Morgan Stanley worth $308K as of Q2 2026.
  • Journey Retirement Planning & Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.24% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #112 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Morgan Stanley position peaked at $812K in Q4 2025.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.