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HBK Sorce Advisory’s Morgan Stanley MS Stock Holding History

HBK Sorce Advisory’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 		$1.25M Buy
6,448
+299
+5% +$51.8K 0.02% 211
2025
Q4 		$1.11M Buy
6,149
+772
+14% +$129K 0.03% 221
2025
Q3 		$875K Sell
5,377
-432
-7% -$63.8K 0.02% 245
2025
Q2 		$818K Sell
5,809
-131
-2% -$16.1K 0.02% 257
2025
Q1 		$693K Buy
5,940
+404
+7% +$52.1K 0.02% 275
2024
Q4 		$696K Buy
5,536
+487
+10% +$60K 0.02% 276
2024
Q3 		$526K Buy
5,049
+547
+12% +$55.1K 0.02% 323
2024
Q2 		$438K Buy
4,502
+60
+1% +$5.71K 0.02% 355
2024
Q1 		$418K Sell
4,442
-65
-1% -$5.72K 0.01% 381
2023
Q4 		$420K Sell
4,507
-206
-4% -$16.5K 0.02% 353
2023
Q3 		$385K Sell
4,713
-291
-6% -$25.3K 0.02% 359
2023
Q2 		$427K Sell
5,004
-504
-9% -$43.1K 0.02% 367
2023
Q1 		$484K Sell
5,508
-5,916
-52% -$552K 0.02% 330
2022
Q4 		$971K Buy
11,424
+5,467
+92% +$466K 0.03% 292
2022
Q3 		$471K Buy
5,957
+2,028
+52% +$171K 0.03% 273
2022
Q2 		$299K Sell
3,929
-2,013
-34% -$165K 0.02% 335
2022
Q1 		$519K Sell
5,942
-410
-6% -$39.6K 0.03% 303
2021
Q4 		$623K Buy
6,352
+353
+6% +$35.2K 0.03% 292
2021
Q3 		$584K Buy
5,999
+1,709
+40% +$169K 0.03% 297
2021
Q2 		$393K Buy
4,290
+1,085
+34% +$93K 0.02% 379
2021
Q1 		$249K Buy
+3,205
New +$246K 0.01% 451

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

HBK Sorce Advisory's MS Position: Q1 2026 in Review

HBK Sorce Advisory increased its Morgan Stanley (MS) stake by 4.9% in Q1 2026, buying an estimated $51.8K and bringing the position to 6,448 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #211.

HBK Sorce Advisory first reported a position in MS in Q1 2021 and has held it in 21 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • HBK Sorce Advisory held 6,448 shares of Morgan Stanley worth $1.25M as of Q1 2026.
  • HBK Sorce Advisory bought 299 Morgan Stanley shares in Q1 2026, an estimated $51.8K.
  • Morgan Stanley made up 0.02% of HBK Sorce Advisory's portfolio in Q1 2026, its #211 holding.
  • HBK Sorce Advisory first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.