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Morgan Stanley shares owned by Jacobsen Capital Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Jacobsen Capital Management from 13F filings

Historical chart of Jacobsen Capital Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Jacobsen Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Jacobsen Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $387k 2.4k 158.96
2025-06-30 $342k 2.4k 140.86
2025-03-31 $258k 2.2k 116.67
2024-12-31 $267k 2.1k 125.72
2024-09-30 $222k 2.1k 104.24
2024-06-30 $206k 2.1k 97.19

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
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Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
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Extra Space Storage (EXR)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Jacobsen Capital Management

Top funds holding Morgan Stanley

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