HFM
MS icon

Hartford Financial Management’s Morgan Stanley MS Stock Holding History

Hartford Financial 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
Q2 		$30.5K Sell
146
-97
-40% -$19.2K 0.01% 225
2026
Q1 		$40K Sell
243
-26
-10% -$4.5K 0.01% 208
2025
Q4 		$47.8K Buy
269
+17
+7% +$2.84K 0.01% 192
2025
Q3 		$40.1K Sell
252
-554
-69% -$81.8K 0.01% 201
2025
Q2 		$114K Sell
806
-109
-12% -$13.4K 0.03% 156
2025
Q1 		$107K Buy
915
+46
+5% +$5.93K 0.02% 180
2024
Q4 		$109K Sell
869
-50
-5% -$6.16K 0.02% 180
2024
Q3 		$95.8K Buy
919
+61
+7% +$6.14K 0.02% 186
2024
Q2 		$83.4K Sell
858
-85
-9% -$8.09K 0.02% 189
2024
Q1 		$88.8K Buy
943
+26
+3% +$2.29K 0.02% 187
2023
Q4 		$85.5K Buy
917
+139
+18% +$11.1K 0.02% 191
2023
Q3 		$63.5K Buy
778
+228
+41% +$19.8K 0.02% 199
2023
Q2 		$47K Buy
+550
New +$47K 0.01% 221

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

Hartford Financial Management's MS Position: Q2 2026 in Review

Hartford Financial Management reduced its Morgan Stanley (MS) stake by 40% in Q2 2026, selling an estimated $19.2K and leaving 146 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #225.

Hartford Financial Management first reported a position in MS in Q2 2023 and has held it in 13 quarters since. The position peaked at $114K in Q2 2025. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hartford Financial Management held 146 shares of Morgan Stanley worth $30.5K as of Q2 2026.
  • Hartford Financial Management sold 97 Morgan Stanley shares in Q2 2026, an estimated $19.2K.
  • Morgan Stanley made up 0.01% of Hartford Financial Management's portfolio in Q2 2026, its #225 holding.
  • Hartford Financial Management first reported a position in Morgan Stanley in Q2 2023 and has held it in 13 quarters since.
  • Hartford Financial Management's Morgan Stanley position peaked at $114K in Q2 2025.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.