Hall Capital Management’s Morgan Stanley MS Stock Holding History

Hall Capital 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	$443K	Buy	2,326 +1,000	+75%	+$173K	0.16%	72
2025 Q4	$235K	Hold	1,326	–	–	0.09%	92
2025 Q3	$211K	Buy	+1,326	New	+$196K	0.08%	95
2025 Q1	–	Sell	-2,426	Closed	-$305K	–	101
2024 Q4	$305K	Buy	+2,426	New	+$299K	0.14%	84
2024 Q2	$236K	Hold	2,426	–	–	0.11%	93
2024 Q1	$228K	Hold	2,426	–	–	0.11%	95
2023 Q4	$226K	Buy	+2,426	New	+$194K	0.13%	89
2023 Q3	–	Sell	-2,426	Closed	-$207K	–	92
2023 Q2	$207K	Sell	2,426 -64	-3%	-$5.47K	0.12%	90
2023 Q1	$219K	Hold	2,490	–	–	0.13%	91
2022 Q4	$212K	Buy	+2,490	New	+$212K	0.13%	89
2022 Q2	–	Sell	-2,490	Closed	-$218K	–	97
2022 Q1	$218K	Hold	2,490	–	–	0.13%	94
2021 Q4	$244K	Sell	2,490 -444	-15%	-$44.2K	0.14%	91
2021 Q3	$286K	Sell	2,934 -5	-0.2%	-$495	0.18%	85
2021 Q2	$269K	Buy	+2,939	New	+$252K	0.17%	88

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hall Capital Management's MS Position: Q1 2026 in Review

Hall Capital Management increased its Morgan Stanley (MS) stake by 75% in Q1 2026, buying an estimated $173K and bringing the position to 2,326 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #72.

Hall Capital Management first reported a position in MS in Q2 2021 and has held it in 14 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Hall Capital Management held 2,326 shares of Morgan Stanley worth $443K as of Q1 2026.
Hall Capital Management bought 1,000 Morgan Stanley shares in Q1 2026, an estimated $173K.
Morgan Stanley made up 0.16% of Hall Capital Management's portfolio in Q1 2026, its #72 holding.
Hall Capital Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 14 quarters since.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Hall Capital Management's 13F filing for Q1 2026, filed 11 May 2026.