Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Morgan Stanley MS Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$392M Buy
1,876,903
+314,380
+20% +$62.3M 0.55% 38
2026
Q1 		$257M Buy
1,562,523
+553,374
+55% +$95.8M 0.41% 49
2025
Q4 		$179M Buy
1,009,149
+233,221
+30% +$38.9M 0.3% 57
2025
Q3 		$123M Buy
775,928
+492,449
+174% +$72.7M 0.22% 83
2025
Q2 		$39.9M Buy
283,479
+43,827
+18% +$5.38M 0.08% 192
2025
Q1 		$28M Buy
239,652
+14,752
+7% +$1.9M 0.06% 240
2024
Q4 		$28.3M Sell
224,900
-1,372,900
-86% -$169M 0.06% 240
2024
Q3 		$167M Buy
1,597,800
+1,266,600
+382% +$128M 0.39% 53
2024
Q2 		$32.2M Buy
331,200
+206,200
+165% +$19.6M 0.09% 145
2024
Q1 		$11.8M Sell
125,000
-123,168
-50% -$10.8M 0.04% 245
2023
Q4 		$23.1M Sell
248,168
-186,832
-43% -$14.9M 0.08% 164
2023
Q3 		$35.5M Buy
435,000
+335,000
+335% +$29.1M 0.16% 87
2023
Q2 		$8.54M Buy
+100,000
New +$8.55M 0.04% 299
2023
Q1 		– Sell
-5,646
Closed -$480K – 1409
2022
Q4 		$480K Sell
5,646
-1,926
-25% -$164K ﹤0.01% 1024
2022
Q3 		$598K Sell
7,572
-112,402
-94% -$9.47M ﹤0.01% 1032
2022
Q2 		$9.13M Buy
119,974
+32,974
+38% +$2.7M 0.04% 261
2022
Q1 		$7.6M Sell
87,000
-1,009,622
-92% -$97.4M 0.03% 385
2021
Q4 		$108M Buy
1,096,622
+794,289
+263% +$79.1M 0.23% 71
2021
Q3 		$29.4M Sell
302,333
-1,238,767
-80% -$123M 0.07% 174
2021
Q2 		$141M Buy
1,541,100
+1,506,978
+4,416% +$129M 0.31% 52
2021
Q1 		$2.65M Buy
34,122
+32,632
+2,190% +$2.5M 0.01% 665
2020
Q4 		$102K Sell
1,490
-4,427
-75% -$254K ﹤0.01% 1284
2020
Q3 		$286K Buy
+5,917
New +$298K ﹤0.01% 657
2020
Q2 		– Sell
-7,462
Closed -$254K – 930
2020
Q1 		$254K Sell
7,462
-502,680
-99% -$23.7M ﹤0.01% 585
2019
Q4 		$26.1M Buy
+510,142
New +$24.1M 0.11% 133

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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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's MS Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its Morgan Stanley (MS) stake by 20% in Q2 2026, buying an estimated $62.3M and bringing the position to 1,876,903 shares worth $392M. The position accounts for 0.55% of the portfolio, ranked #38.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in MS in Q4 2019 and has held it in 25 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 1,876,903 shares of Morgan Stanley worth $392M as of Q2 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 314,380 Morgan Stanley shares in Q2 2026, an estimated $62.3M.
  • Morgan Stanley made up 0.55% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #38 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Morgan Stanley in Q4 2019 and has held it in 25 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.