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Hamilton Capital Partners (Canada)’s Morgan Stanley MS Stock Holding History

Hamilton Capital Partners (Canada)’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 		$7.46M Buy
35,686
+3,203
+10% +$634K 0.22% 87
2026
Q1 		$5.35M Sell
32,483
-1,083
-3% -$187K 0.18% 106
2025
Q4 		$5.96M Sell
33,566
-1,886
-5% -$315K 0.22% 86
2025
Q3 		$5.64M Sell
35,452
-6,096
-15% -$900K 0.23% 76
2025
Q2 		$5.85M Buy
41,548
+3,603
+9% +$443K 0.3% 70
2025
Q1 		$4.43M Buy
37,945
+6,105
+19% +$787K 0.28% 72
2024
Q4 		$4M Buy
31,840
+5,407
+20% +$666K 0.3% 67
2024
Q3 		$2.76M Buy
26,433
+11,626
+79% +$1.17M 0.24% 88
2024
Q2 		$1.44M Sell
14,807
-5,630
-28% -$536K 0.15% 89
2024
Q1 		$1.92M Buy
+20,437
New +$1.8M 0.23% 88

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s MS Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) increased its Morgan Stanley (MS) stake by 9.9% in Q2 2026, buying an estimated $634K and bringing the position to 35,686 shares worth $7.46M. The position accounts for 0.22% of the portfolio, ranked #87.

Hamilton Capital Partners (Canada) first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hamilton Capital Partners (Canada) held 35,686 shares of Morgan Stanley worth $7.46M as of Q2 2026.
  • Hamilton Capital Partners (Canada) bought 3,203 Morgan Stanley shares in Q2 2026, an estimated $634K.
  • Morgan Stanley made up 0.22% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #87 holding.
  • Hamilton Capital Partners (Canada) first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.