JTC Employer Solutions Trustee’s Morgan Stanley MS Stock Holding History

JTC Employer Solutions Trustee’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	$314K	Hold	1,500	–	–	0.03%	118
2026 Q1	$247K	Hold	1,500	–	–	0.02%	133
2025 Q4	$266K	Hold	1,500	–	–	0.02%	134
2025 Q3	$238K	Hold	1,500	–	–	0.02%	139
2025 Q2	$211K	Hold	1,500	–	–	0.02%	133
2025 Q1	$175K	Hold	1,500	–	–	0.01%	145
2024 Q4	$189K	Hold	1,500	–	–	0.01%	138
2024 Q3	$156K	Hold	1,500	–	–	0.01%	155
2024 Q2	$146K	Hold	1,500	–	–	0.01%	159
2024 Q1	$140K	Hold	1,500	–	–	0.01%	170
2023 Q4	$140K	Hold	1,500	–	–	0.01%	164
2023 Q3	$123K	Hold	1,500	–	–	0.01%	174
2023 Q2	$128K	Hold	1,500	–	–	0.01%	167
2023 Q1	$132K	Hold	1,500	–	–	0.01%	173
2022 Q4	$128K	Hold	1,500	–	–	0.01%	170
2022 Q3	$119K	Buy	+1,500	New	+$126K	0.02%	151

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JTC Employer Solutions Trustee's MS Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its Morgan Stanley (MS) position steady in Q2 2026 at 1,500 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #118.

JTC Employer Solutions Trustee first reported a position in MS in Q3 2022 and has held it in 16 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

JTC Employer Solutions Trustee held 1,500 shares of Morgan Stanley worth $314K as of Q2 2026.
JTC Employer Solutions Trustee left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.03% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #118 holding.
JTC Employer Solutions Trustee first reported a position in Morgan Stanley in Q3 2022 and has held it in 16 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.