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 Q3	$437K	Hold	2,326	–	–	0.13%	74
2026 Q2	$486K	Hold	2,326	–	–	0.15%	68
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 $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Hall Capital Management's MS Position: Q3 2026 in Review

Hall Capital Management held its Morgan Stanley (MS) position steady in Q3 2026 at 2,326 shares worth $437K. The position accounts for 0.13% of the portfolio, ranked #74.

Hall Capital Management first reported a position in MS in Q2 2021 and has held it in 16 quarters since. The position peaked at $486K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Hall Capital Management held 2,326 shares of Morgan Stanley worth $437K as of Q3 2026.
Hall Capital Management left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.13% of Hall Capital Management's portfolio in Q3 2026, its #74 holding.
Hall Capital Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 16 quarters since.
Hall Capital Management's Morgan Stanley position peaked at $486K in Q2 2026.
1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Hall Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.