HBW Advisory Services’s Morgan Stanley MS Stock Holding History

HBW Advisory Services’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	$597K	Buy	2,856 +1,594	+126%	+$316K	0.05%	287
2026 Q1	$208K	Buy	1,262 +49	+4%	+$8.48K	0.02%	426
2025 Q4	$215K	Buy	+1,213	New	+$202K	0.02%	394
2025 Q3	–	Sell	-3,801	Closed	-$535K	–	436
2025 Q2	$535K	Buy	3,801 +453	+14%	+$55.6K	0.07%	234
2025 Q1	$391K	Buy	3,348 +878	+36%	+$113K	0.06%	245
2024 Q4	$311K	Buy	2,470 +317	+15%	+$39K	0.03%	271
2024 Q3	$224K	Sell	2,153 -14	-0.6%	-$1.41K	0.03%	331
2024 Q2	$211K	Sell	2,167 -937	-30%	-$89.2K	0.04%	314
2024 Q1	$289K	Hold	3,104	–	–	0.05%	240
2023 Q4	$289K	Sell	3,104 -1,890	-38%	-$151K	0.05%	240
2023 Q3	$408K	Buy	4,994 +1,401	+39%	+$122K	0.09%	193
2023 Q2	$307K	Buy	3,593 +897	+33%	+$76.7K	0.07%	227
2023 Q1	$237K	Buy	+2,696	New	+$252K	0.06%	230

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HBW Advisory Services's MS Position: Q2 2026 in Review

HBW Advisory Services increased its Morgan Stanley (MS) stake by 126% in Q2 2026, buying an estimated $316K and bringing the position to 2,856 shares worth $597K. The position accounts for 0.05% of the portfolio, ranked #287.

HBW Advisory Services first reported a position in MS in Q1 2023 and has held it in 13 quarters since. 875 funds tracked by Wall St. Rank hold MS as of Q2 2026.

HBW Advisory Services held 2,856 shares of Morgan Stanley worth $597K as of Q2 2026.
HBW Advisory Services bought 1,594 Morgan Stanley shares in Q2 2026, an estimated $316K.
Morgan Stanley made up 0.05% of HBW Advisory Services's portfolio in Q2 2026, its #287 holding.
HBW Advisory Services first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
875 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.