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
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 $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