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Hazlett, Burt & Watson’s Morgan Stanley MS Stock Holding History

Hazlett, Burt & Watson’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 		$725K Sell
3,464
-28
-0.8% -$5.54K 0.19% 125
2026
Q1 		$575K Buy
3,492
+251
+8% +$43.5K 0.18% 130
2025
Q4 		$574K Buy
3,241
+41
+1% +$6.84K 0.18% 120
2025
Q3 		$510K Buy
3,200
+159
+5% +$23.5K 0.18% 124
2025
Q2 		$429K Buy
3,041
+1,444
+90% +$177K 0.18% 120
2025
Q1 		$187K Buy
1,597
+201
+14% +$25.9K 0.08% 202
2024
Q4 		$176K Buy
1,396
+1
+0.1% +$123 0.08% 217
2024
Q3 		$145K Buy
1,395
+4
+0.3% +$403 0.07% 240
2024
Q2 		$135K Buy
1,391
+56
+4% +$5.33K 0.07% 232
2024
Q1 		$124K Sell
1,335
-217
-14% -$19.1K 0.07% 221
2023
Q4 		$144K Buy
1,552
+4
+0.3% +$320 0.1% 188
2023
Q3 		$124K Sell
1,548
-57
-4% -$4.95K 0.09% 196
2023
Q2 		$137K Sell
1,605
-191
-11% -$16.3K 0.1% 183
2023
Q1 		$156K Buy
1,796
+74
+4% +$6.91K 0.13% 150
2022
Q4 		$148K Buy
1,722
+177
+11% +$15.1K 0.13% 149
2022
Q3 		$123K Buy
1,545
+702
+83% +$59.2K 0.12% 162
2022
Q2 		$65K Buy
843
+2
+0.2% +$164 0.06% 243
2022
Q1 		$74K Buy
+841
New +$81.1K 0.06% 241

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

Hazlett, Burt & Watson's MS Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Morgan Stanley (MS) stake by 0.8% in Q2 2026, selling an estimated $5.54K and leaving 3,464 shares worth $725K. The position accounts for 0.19% of the portfolio, ranked #125.

Hazlett, Burt & Watson first reported a position in MS in Q1 2022 and has held it in 18 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hazlett, Burt & Watson held 3,464 shares of Morgan Stanley worth $725K as of Q2 2026.
  • Hazlett, Burt & Watson sold 28 Morgan Stanley shares in Q2 2026, an estimated $5.54K.
  • Morgan Stanley made up 0.19% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #125 holding.
  • Hazlett, Burt & Watson first reported a position in Morgan Stanley in Q1 2022 and has held it in 18 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.