HWM
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HB Wealth Management’s Morgan Stanley MS Stock Holding History

HB Wealth 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 		$23.4M Sell
112,084
-531
-0.5% -$105K 0.13% 93
2026
Q1 		$18.5M Buy
112,615
+29,842
+36% +$5.17M 0.12% 97
2025
Q4 		$14.7M Buy
82,773
+5,079
+7% +$847K 0.1% 114
2025
Q3 		$12.4M Buy
77,694
+3,376
+5% +$499K 0.08% 129
2025
Q2 		$10.5M Buy
74,318
+4,026
+6% +$494K 0.08% 128
2025
Q1 		$8.2M Buy
70,292
+21,463
+44% +$2.77M 0.07% 159
2024
Q4 		$6.14M Sell
48,829
-1,941
-4% -$239K 0.06% 141
2024
Q3 		$5.29M Buy
50,770
+3,559
+8% +$358K 0.06% 150
2024
Q2 		$4.59M Buy
47,211
+2,658
+6% +$253K 0.05% 158
2024
Q1 		$4.2M Buy
44,553
+2,054
+5% +$181K 0.05% 165
2023
Q4 		$3.96M Buy
42,499
+2,627
+7% +$210K 0.06% 157
2023
Q3 		$3.26M Buy
39,872
+2,249
+6% +$195K 0.05% 160
2023
Q2 		$3.21M Sell
37,623
-1,157
-3% -$98.9K 0.05% 161
2023
Q1 		$3.4M Buy
38,780
+3,431
+10% +$320K 0.06% 147
2022
Q4 		$3.01M Buy
35,349
+1,335
+4% +$114K 0.05% 157
2022
Q3 		$2.69M Sell
34,014
-1,094
-3% -$92.2K 0.06% 149
2022
Q2 		$2.67M Buy
35,108
+9,099
+35% +$745K 0.05% 148
2022
Q1 		$2.27M Buy
26,009
+393
+2% +$37.9K 0.04% 169
2021
Q4 		$2.52M Buy
+25,616
New +$2.55M 0.05% 141

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 $3.38T AUM 44.17% 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

HB Wealth Management's MS Position: Q2 2026 in Review

HB Wealth Management reduced its Morgan Stanley (MS) stake by 0.47% in Q2 2026, selling an estimated $105K and leaving 112,084 shares worth $23.4M. The position accounts for 0.13% of the portfolio, ranked #93.

HB Wealth Management first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • HB Wealth Management held 112,084 shares of Morgan Stanley worth $23.4M as of Q2 2026.
  • HB Wealth Management sold 531 Morgan Stanley shares in Q2 2026, an estimated $105K.
  • Morgan Stanley made up 0.13% of HB Wealth Management's portfolio in Q2 2026, its #93 holding.
  • HB Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.