JWM
MS icon

Jupiter Wealth Management’s Morgan Stanley MS Stock Holding History

Jupiter Wealth 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
Q1 		$11.1M Buy
57,257
+1,569
+3% +$272K 4.39% 6
2025
Q4 		$9.36M Buy
55,688
+2,613
+5% +$436K 4.17% 6
2025
Q3 		$8.44M Buy
53,075
+250
+0.5% +$36.9K 3.99% 6
2025
Q2 		$7.81M Buy
52,825
+3,807
+8% +$468K 3.94% 7
2025
Q1 		$6.41M Buy
49,018
+792
+2% +$102K 3.89% 7
2024
Q4 		$6.06M Buy
48,226
+2,298
+5% +$283K 3.04% 9
2024
Q3 		$4.79M Hold
45,928
– – 2.45% 12
2024
Q2 		$4.74M Sell
45,928
-1,680
-4% -$160K 2.51% 12
2024
Q1 		$4.55M Buy
47,608
+1,200
+3% +$106K 2.41% 13
2023
Q4 		$4.33M Buy
46,408
+5,331
+13% +$426K 2.55% 12
2023
Q3 		$3.09M Sell
41,077
-2,524
-6% -$219K 2.01% 17
2023
Q2 		$3.72M Buy
43,601
+101
+0.2% +$8.64K 3.2% 8
2023
Q1 		$3.82M Sell
43,500
-5,362
-11% -$500K 3.52% 8
2022
Q4 		$4.15M Buy
48,862
+1,229
+3% +$105K 4.02% 8
2022
Q3 		$3.76M Buy
47,633
+1,295
+3% +$109K 3.78% 8
2022
Q2 		$3.52M Sell
46,338
-3,016
-6% -$247K 3.21% 11
2022
Q1 		$4.31M Sell
49,354
-26,968
-35% -$2.6M 2.7% 13
2021
Q4 		$7.49M Sell
76,322
-7,770
-9% -$774K 3.89% 8
2021
Q3 		$8.22M Sell
84,092
-7,247
-8% -$718K 3.88% 7
2021
Q2 		$9.11M Sell
91,339
-6,291
-6% -$539K 4.36% 4
2021
Q1 		$8.16M Buy
97,630
+3,430
+4% +$263K 4.12% 7
2020
Q4 		$6.46M Buy
94,200
+3,480
+4% +$200K 3.95% 11
2020
Q3 		$4.39M Sell
90,720
-34,076
-27% -$1.72M 3.09% 12
2020
Q2 		$6.47M Sell
124,796
-6,010
-5% -$252K 3.24% 11
2020
Q1 		$5.02M Buy
+130,806
New +$6.16M 2.93% 13

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

Jupiter Wealth Management's MS Position: Q1 2026 in Review

Jupiter Wealth Management increased its Morgan Stanley (MS) stake by 2.8% in Q1 2026, buying an estimated $272K and bringing the position to 57,257 shares worth $11.1M. The position accounts for 4.39% of the portfolio, ranked #6.

Jupiter Wealth Management first reported a position in MS in Q1 2020 and has held it in 25 quarters since. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Jupiter Wealth Management held 57,257 shares of Morgan Stanley worth $11.1M as of Q1 2026.
  • Jupiter Wealth Management bought 1,569 Morgan Stanley shares in Q1 2026, an estimated $272K.
  • Morgan Stanley made up 4.39% of Jupiter Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Jupiter Wealth Management first reported a position in Morgan Stanley in Q1 2020 and has held it in 25 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.