SJS Investment Consulting
MS icon

SJS Investment Consulting’s Morgan Stanley MS Stock Holding History

SJS Investment Consulting’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
Q3 		$122K Buy
648
+179
+38% +$38K 0.01% 313
2026
Q2 		$98K Buy
469
+148
+46% +$29.3K 0.01% 252
2026
Q1 		$52.8K Buy
321
+30
+10% +$5.19K 0.01% 372
2025
Q4 		$51.7K Buy
291
+45
+18% +$7.51K 0.01% 342
2025
Q3 		$39.1K Buy
246
+212
+624% +$31.3K 0.01% 400
2025
Q2 		$4.79K Sell
34
-22
-39% -$2.7K ﹤0.01% 411
2025
Q1 		$6.53K Hold
56
– – ﹤0.01% 416
2024
Q4 		$7.04K Sell
56
-10
-15% -$1.23K ﹤0.01% 387
2024
Q3 		$6.88K Sell
66
-2
-3% -$201 ﹤0.01% 424
2024
Q2 		$6.61K Sell
68
-2
-3% -$190 ﹤0.01% 394
2024
Q1 		$6.59K Sell
70
-299
-81% -$26.3K ﹤0.01% 416
2023
Q4 		$34.4K Sell
369
-23
-6% -$1.84K 0.01% 193
2023
Q3 		$32K Buy
392
+10
+3% +$868 0.01% 196
2023
Q2 		$32.6K Sell
382
-13
-3% -$1.11K 0.01% 183
2023
Q1 		$34.7K Buy
395
+16
+4% +$1.49K 0.01% 174
2022
Q4 		$32.2K Buy
379
+37
+11% +$3.15K 0.01% 185
2022
Q3 		$27K Buy
+342
New +$28.8K 0.01% 209
2022
Q1 		$32K Buy
359
+59
+20% +$5.69K 0.01% 231
2021
Q4 		$29K Buy
+300
New +$29.9K 0.01% 226

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

SJS Investment Consulting's MS Position: Q3 2026 in Review

SJS Investment Consulting increased its Morgan Stanley (MS) stake by 38% in Q3 2026, buying an estimated $38K and bringing the position to 648 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #313.

SJS Investment Consulting first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • SJS Investment Consulting held 648 shares of Morgan Stanley worth $122K as of Q3 2026.
  • SJS Investment Consulting bought 179 Morgan Stanley shares in Q3 2026, an estimated $38K.
  • Morgan Stanley made up 0.01% of SJS Investment Consulting's portfolio in Q3 2026, its #313 holding.
  • SJS Investment Consulting first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.