HFS
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Hantz Financial Services’s Morgan Stanley MS Stock Holding History

Hantz Financial Services’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 		$3.78M Buy
18,097
+365
+2% +$72.3K 0.05% 242
2026
Q1 		$2.92M Buy
17,732
+15,345
+643% +$2.66M 0.04% 269
2025
Q4 		$424K Buy
2,387
+518
+28% +$86.4K 0.01% 636
2025
Q3 		$297K Buy
1,869
+678
+57% +$100K ﹤0.01% 649
2025
Q2 		$168K Buy
1,191
+651
+121% +$80K ﹤0.01% 647
2025
Q1 		$63K Buy
+540
New +$69.6K ﹤0.01% 671
2024
Q3 		– Sell
-104
Closed -$10K – 1148
2024
Q2 		$10K Buy
104
+100
+2,500% +$9.52K ﹤0.01% 798
2024
Q1 		$0 Sell
4
-140
-97% -$12.3K ﹤0.01% 1265
2023
Q4 		$13K Buy
144
+29
+25% +$2.32K ﹤0.01% 778
2023
Q3 		$9K Buy
115
+75
+188% +$6.51K ﹤0.01% 814
2023
Q2 		$3K Hold
40
– – ﹤0.01% 953
2023
Q1 		$4K Buy
+40
New +$3.73K ﹤0.01% 930
2022
Q1 		– Sell
-13
Closed -$1K – 1093
2021
Q4 		$1K Buy
+13
New +$1.29K ﹤0.01% 847

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hantz Financial Services's MS Position: Q2 2026 in Review

Hantz Financial Services increased its Morgan Stanley (MS) stake by 2.1% in Q2 2026, buying an estimated $72.3K and bringing the position to 18,097 shares worth $3.78M. The position accounts for 0.05% of the portfolio, ranked #242.

Hantz Financial Services first reported a position in MS in Q4 2021 and has held it in 13 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hantz Financial Services held 18,097 shares of Morgan Stanley worth $3.78M as of Q2 2026.
  • Hantz Financial Services bought 365 Morgan Stanley shares in Q2 2026, an estimated $72.3K.
  • Morgan Stanley made up 0.05% of Hantz Financial Services's portfolio in Q2 2026, its #242 holding.
  • Hantz Financial Services first reported a position in Morgan Stanley in Q4 2021 and has held it in 13 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.