HFO
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Heritage Family Offices’s Morgan Stanley MS Stock Holding History

Heritage Family Offices’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 		$452K Buy
2,160
+735
+52% +$146K 0.17% 108
2026
Q1 		$235K Buy
+1,425
New +$247K 0.1% 172

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 $3.37T 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

Heritage Family Offices's MS Position: Q2 2026 in Review

Heritage Family Offices increased its Morgan Stanley (MS) stake by 52% in Q2 2026, buying an estimated $146K and bringing the position to 2,160 shares worth $452K. The position accounts for 0.17% of the portfolio, ranked #108.

Heritage Family Offices first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Heritage Family Offices held 2,160 shares of Morgan Stanley worth $452K as of Q2 2026.
  • Heritage Family Offices bought 735 Morgan Stanley shares in Q2 2026, an estimated $146K.
  • Morgan Stanley made up 0.17% of Heritage Family Offices's portfolio in Q2 2026, its #108 holding.
  • Heritage Family Offices first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.