HWM
MS icon

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
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 $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

HB Wealth Management's MS Position: Q1 2026 in Review

HB Wealth Management increased its Morgan Stanley (MS) stake by 36% in Q1 2026, buying an estimated $5.17M and bringing the position to 112,615 shares worth $18.5M. The position accounts for 0.12% of the portfolio, ranked #97.

HB Wealth Management first reported a position in MS in Q4 2021 and has held it in 18 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • HB Wealth Management held 112,615 shares of Morgan Stanley worth $18.5M as of Q1 2026.
  • HB Wealth Management bought 29,842 Morgan Stanley shares in Q1 2026, an estimated $5.17M.
  • Morgan Stanley made up 0.12% of HB Wealth Management's portfolio in Q1 2026, its #97 holding.
  • HB Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.