Morgan Stanley
JHI

Morgan Stanley’s John Hancock Investors Trust JHI Stock Holding History

Morgan Stanley’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8M Sell
139,065
-3,067
-2% -$41.7K ﹤0.01% 4833
2025
Q4 		$1.94M Sell
142,132
-5,001
-3% -$69K ﹤0.01% 4833
2025
Q3 		$2.06M Sell
147,133
-13,069
-8% -$184K ﹤0.01% 4761
2025
Q2 		$2.22M Sell
160,202
-2,707
-2% -$35.9K ﹤0.01% 4634
2025
Q1 		$2.21M Sell
162,909
-5,586
-3% -$77.8K ﹤0.01% 4540
2024
Q4 		$2.3M Buy
168,495
+526
+0.3% +$7.42K ﹤0.01% 4601
2024
Q3 		$2.36M Buy
167,969
+4,419
+3% +$60K ﹤0.01% 4529
2024
Q2 		$2.18M Buy
163,550
+7,462
+5% +$99.4K ﹤0.01% 4511
2024
Q1 		$2.06M Sell
156,088
-123,348
-44% -$1.62M ﹤0.01% 4554
2023
Q4 		$3.62M Buy
279,436
+143,499
+106% +$1.78M ﹤0.01% 4578
2023
Q3 		$1.65M Buy
135,937
+6,671
+5% +$84.6K ﹤0.01% 4507
2023
Q2 		$1.63M Buy
129,266
+14,841
+13% +$187K ﹤0.01% 4546
2023
Q1 		$1.45M Buy
114,425
+7,694
+7% +$99.7K ﹤0.01% 4641
2022
Q4 		$1.34M Buy
106,731
+6,094
+6% +$76.9K ﹤0.01% 4701
2022
Q3 		$1.21M Buy
100,637
+21,206
+27% +$291K ﹤0.01% 4770
2022
Q2 		$1.05M Buy
79,431
+3,769
+5% +$56.3K ﹤0.01% 4990
2022
Q1 		$1.27M Buy
75,662
+2,434
+3% +$41.2K ﹤0.01% 4832
2021
Q4 		$1.42M Buy
73,228
+19,393
+36% +$363K ﹤0.01% 4838
2021
Q3 		$1M Buy
53,835
+25,263
+88% +$477K ﹤0.01% 5039
2021
Q2 		$538K Sell
28,572
-9,130
-24% -$169K ﹤0.01% 5479
2021
Q1 		$678K Buy
37,702
+9,217
+32% +$164K ﹤0.01% 4978
2020
Q4 		$492K Buy
28,485
+13,420
+89% +$222K ﹤0.01% 5089
2020
Q3 		$238K Sell
15,065
-2,242
-13% -$36K ﹤0.01% 5019
2020
Q2 		$268K Sell
17,307
-1,336
-7% -$19.1K ﹤0.01% 4937
2020
Q1 		$235K Sell
18,643
-487
-3% -$7.94K ﹤0.01% 4797
2019
Q4 		$340K Buy
19,130
+853
+5% +$14.7K ﹤0.01% 5144
2019
Q3 		$311K Sell
18,277
-3,042
-14% -$51.5K ﹤0.01% 4914
2019
Q2 		$350K Sell
21,319
-2,913
-12% -$46.9K ﹤0.01% 4780
2019
Q1 		$382K Buy
24,232
+1,155
+5% +$17.8K ﹤0.01% 4718
2018
Q4 		$326K Sell
23,077
-9,315
-29% -$142K ﹤0.01% 5055
2018
Q3 		$521K Buy
32,392
+2,395
+8% +$38.9K ﹤0.01% 4977
2018
Q2 		$479K Sell
29,997
-2,689
-8% -$43.9K ﹤0.01% 5132
2018
Q1 		$544K Buy
32,686
+551
+2% +$9.46K ﹤0.01% 4956
2017
Q4 		$562K Buy
32,135
+6,693
+26% +$119K ﹤0.01% 4911
2017
Q3 		$462K Sell
25,442
-2,051
-7% -$37.2K ﹤0.01% 4923
2017
Q2 		$472K Buy
27,493
+3,032
+12% +$53K ﹤0.01% 4836
2017
Q1 		$417K Sell
24,461
-323
-1% -$5.5K ﹤0.01% 4946
2016
Q4 		$411K Buy
24,784
+2,761
+13% +$45.8K ﹤0.01% 5039
2016
Q3 		$368K Sell
22,023
-5,446
-20% -$93K ﹤0.01% 4702
2016
Q2 		$443K Buy
27,469
+2,103
+8% +$32.8K ﹤0.01% 4502
2016
Q1 		$392K Sell
25,366
-963
-4% -$13.8K ﹤0.01% 4587
2015
Q4 		$379K Sell
26,329
-3,109
-11% -$45.5K ﹤0.01% 4723
2015
Q3 		$430K Sell
29,438
-9,186
-24% -$141K ﹤0.01% 4688
2015
Q2 		$619K Buy
38,624
+4,190
+12% +$72.8K ﹤0.01% 4555
2015
Q1 		$606K Sell
34,434
-338
-1% -$6.02K ﹤0.01% 4524
2014
Q4 		$615K Buy
34,772
+2,469
+8% +$45.3K ﹤0.01% 4520
2014
Q3 		$597K Buy
32,303
+1,230
+4% +$24.2K ﹤0.01% 4452
2014
Q2 		$641K Sell
31,073
-693
-2% -$14.1K ﹤0.01% 4403
2014
Q1 		$647K Sell
31,766
-1,089
-3% -$22K ﹤0.01% 4375
2013
Q4 		$611K Sell
32,855
-4,866
-13% -$91.2K ﹤0.01% 4300
2013
Q3 		$712K Sell
37,721
-12,938
-26% -$256K ﹤0.01% 4078
2013
Q2 		$1M Buy
+50,659
New +$1.11M ﹤0.01% 3728

Other funds holding JHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley's JHI Position: Q1 2026 in Review

Morgan Stanley reduced its John Hancock Investors Trust (JHI) stake by 2.2% in Q1 2026, selling an estimated $41.7K and leaving 139,065 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #4833.

Morgan Stanley first reported a position in JHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.62M in Q4 2023. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • Morgan Stanley held 139,065 shares of John Hancock Investors Trust worth $1.8M as of Q1 2026.
  • Morgan Stanley sold 3,067 John Hancock Investors Trust shares in Q1 2026, an estimated $41.7K.
  • John Hancock Investors Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4833 holding.
  • Morgan Stanley first reported a position in John Hancock Investors Trust in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's John Hancock Investors Trust position peaked at $3.62M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.