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Hamilton Capital’s Morgan Stanley MS Stock Holding History

Hamilton Capital’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 		$1.05M Sell
6,396
-49
-0.8% -$8.48K 0.05% 42
2025
Q4 		$1.14M Buy
+6,445
New +$1.08M 0.06% 43
2025
Q2 		$899K Sell
6,385
-2
-0% -$246 0.05% 42
2025
Q1 		$745K Buy
6,387
+63
+1% +$8.12K 0.05% 48
2024
Q4 		$795K Sell
6,324
-3,385
-35% -$417K 0.06% 46
2024
Q3 		$1.13M Buy
9,709
+371
+4% +$37.4K 0.08% 33
2024
Q2 		$908K Sell
9,338
-1,722
-16% -$164K 0.07% 34
2024
Q1 		$1.04M Buy
11,060
+227
+2% +$20K 0.08% 34
2023
Q4 		$1.01M Buy
10,833
+726
+7% +$58.1K 0.08% 31
2023
Q3 		$825K Buy
10,107
+386
+4% +$33.5K 0.06% 34
2023
Q2 		$830K Buy
9,721
+1,078
+12% +$92.2K 0.06% 36
2023
Q1 		$759K Buy
8,643
+3,474
+67% +$324K 0.05% 34
2022
Q4 		$439K Buy
5,169
+1,381
+36% +$118K 0.03% 65
2022
Q3 		$299K Sell
3,788
-1,386
-27% -$117K 0.02% 66
2022
Q2 		$394K Hold
5,174
– – 0.02% 56
2022
Q1 		$452K Buy
5,174
+530
+11% +$51.1K 0.03% 55
2021
Q4 		$456K Hold
4,644
– – 0.04% 75
2021
Q3 		$452K Buy
4,644
+1,500
+48% +$149K 0.04% 37
2021
Q2 		$288K Buy
3,144
+15
+0.5% +$1.29K 0.03% 39
2021
Q1 		$243K Hold
3,129
– – 0.03% 41
2020
Q4 		$214K Buy
+3,129
New +$180K 0.04% 43

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hamilton Capital's MS Position: Q1 2026 in Review

Hamilton Capital reduced its Morgan Stanley (MS) stake by 0.76% in Q1 2026, selling an estimated $8.48K and leaving 6,396 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #42.

Hamilton Capital first reported a position in MS in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.14M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Hamilton Capital held 6,396 shares of Morgan Stanley worth $1.05M as of Q1 2026.
  • Hamilton Capital sold 49 Morgan Stanley shares in Q1 2026, an estimated $8.48K.
  • Morgan Stanley made up 0.05% of Hamilton Capital's portfolio in Q1 2026, its #42 holding.
  • Hamilton Capital first reported a position in Morgan Stanley in Q4 2020 and has held it in 21 quarters since.
  • Hamilton Capital's Morgan Stanley position peaked at $1.14M in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.