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JT Stratford LLC’s Morgan Stanley MS Stock Holding History

JT Stratford LLC’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 		$200K Buy
+957
New +$190K 0.02% 316
2022
Q3 		– Sell
-2,867
Closed -$218K – 211
2022
Q2 		$218K Hold
2,867
– – 0.07% 195
2022
Q1 		$251K Sell
2,867
-298
-9% -$28.8K 0.07% 182
2021
Q4 		$311K Hold
3,165
– – 0.09% 173
2021
Q3 		$308K Sell
3,165
-17
-0.5% -$1.68K 0.09% 169
2021
Q2 		$292K Sell
3,182
-66
-2% -$5.66K 0.09% 172
2021
Q1 		$252K Hold
3,248
– – 0.09% 172
2020
Q4 		$223K Buy
+3,248
New +$186K 0.08% 164

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JT Stratford LLC's MS Position: Q2 2026 in Review

JT Stratford LLC opened a new position in Morgan Stanley (MS) in Q2 2026: 957 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #316 among its holdings. This is a return to the name: JT Stratford LLC previously reported a position in MS as recently as Q2 2022.

JT Stratford LLC first reported a position in MS in Q4 2020 and has held it in 8 quarters since. The position peaked at $311K in Q4 2021. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • JT Stratford LLC held 957 shares of Morgan Stanley worth $200K as of Q2 2026.
  • Morgan Stanley was a new JT Stratford LLC position in Q2 2026.
  • Morgan Stanley made up 0.02% of JT Stratford LLC's portfolio in Q2 2026, its #316 holding.
  • JT Stratford LLC first reported a position in Morgan Stanley in Q4 2020 and has held it in 8 quarters since.
  • JT Stratford LLC's Morgan Stanley position peaked at $311K in Q4 2021.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.