HFM
MS icon

Hartford Funds Management’s Morgan Stanley MS Stock Holding History

Hartford Funds 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 		$1.51M Sell
9,154
-1,327
-13% -$230K 0.13% 40
2025
Q4 		$1.86M Sell
10,481
-493
-4% -$82.2K 0.15% 30
2025
Q3 		$1.74M Buy
10,974
+3,558
+48% +$525K 0.15% 21
2025
Q2 		$1.04M Buy
7,416
+271
+4% +$33.3K 0.09% 47
2025
Q1 		$834K Sell
7,145
-724
-9% -$93.3K 0.08% 63
2024
Q4 		$989K Sell
7,869
-5,233
-40% -$644K 0.09% 43
2024
Q3 		$1.37M Sell
13,102
-926
-7% -$93.3K 0.13% 21
2024
Q2 		$1.36M Buy
14,028
+1,187
+9% +$113K 0.13% 18
2024
Q1 		$1.21M Buy
12,841
+1,572
+14% +$138K 0.12% 19
2023
Q4 		$1.05M Buy
11,269
+1,635
+17% +$131K 0.1% 20
2023
Q3 		$787K Buy
9,634
+669
+7% +$58.1K 0.08% 21
2023
Q2 		$766K Buy
8,965
+1,176
+15% +$101K 0.08% 18
2023
Q1 		$684K Buy
7,789
+847
+12% +$79K 0.07% 16
2022
Q4 		$590K Buy
6,942
+3,619
+109% +$308K 0.06% 20
2022
Q3 		$263K Buy
+3,323
New +$280K 0.03% 19

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

Hartford Funds Management's MS Position: Q1 2026 in Review

Hartford Funds Management reduced its Morgan Stanley (MS) stake by 13% in Q1 2026, selling an estimated $230K and leaving 9,154 shares worth $1.51M. The position accounts for 0.13% of the portfolio, ranked #40.

Hartford Funds Management first reported a position in MS in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.86M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Hartford Funds Management held 9,154 shares of Morgan Stanley worth $1.51M as of Q1 2026.
  • Hartford Funds Management sold 1,327 Morgan Stanley shares in Q1 2026, an estimated $230K.
  • Morgan Stanley made up 0.13% of Hartford Funds Management's portfolio in Q1 2026, its #40 holding.
  • Hartford Funds Management first reported a position in Morgan Stanley in Q3 2022 and has held it in 15 quarters since.
  • Hartford Funds Management's Morgan Stanley position peaked at $1.86M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Hartford Funds Management's 13F filing for Q1 2026, filed 4 May 2026.