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Hexagon Capital Partners’s Morgan Stanley MS Stock Holding History

Hexagon Capital Partners’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 		$667K Sell
3,189
-210
-6% -$41.6K 0.09% 98
2026
Q1 		$559K Buy
+3,399
New +$588K 0.08% 105
2025
Q2 		– Sell
-5,218
Closed -$609K – 1085
2025
Q1 		$609K Buy
5,218
+170
+3% +$21.9K 0.12% 85
2024
Q4 		$635K Sell
5,048
-96
-2% -$11.8K 0.12% 85
2024
Q3 		$536K Buy
5,144
+50
+1% +$5.04K 0.1% 92
2024
Q2 		$495K Sell
5,094
-242
-5% -$23K 0.11% 94
2024
Q1 		$502K Buy
5,336
+555
+12% +$48.9K 0.11% 93
2023
Q4 		$446K Buy
4,781
+2
+0% +$160 0.11% 94
2023
Q3 		$390K Buy
4,779
+529
+12% +$45.9K 0.1% 100
2023
Q2 		$363K Sell
4,250
-75
-2% -$6.41K 0.1% 101
2023
Q1 		$380K Buy
4,325
+616
+17% +$57.5K 0.11% 99
2022
Q4 		$315K Sell
3,709
-74
-2% -$6.31K 0.09% 109
2022
Q3 		$299K Buy
3,783
+2,108
+126% +$178K 0.09% 112
2022
Q2 		$127K Buy
1,675
+263
+19% +$21.5K 0.04% 226
2022
Q1 		$123K Buy
1,412
+214
+18% +$20.6K 0.03% 241
2021
Q4 		$118K Buy
1,198
+501
+72% +$49.9K 0.03% 243
2021
Q3 		$68K Sell
697
-599
-46% -$59.3K 0.02% 308
2021
Q2 		$119K Buy
1,296
+182
+16% +$15.6K 0.03% 220
2021
Q1 		$86K Buy
1,114
+320
+40% +$24.5K 0.02% 248
2020
Q4 		$54K Hold
794
– – 0.02% 260
2020
Q3 		$39K Buy
+794
New +$40K 0.01% 281

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

Hexagon Capital Partners's MS Position: Q2 2026 in Review

Hexagon Capital Partners reduced its Morgan Stanley (MS) stake by 6.2% in Q2 2026, selling an estimated $41.6K and leaving 3,189 shares worth $667K. The position accounts for 0.09% of the portfolio, ranked #98.

Hexagon Capital Partners first reported a position in MS in Q3 2020 and has held it in 21 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hexagon Capital Partners held 3,189 shares of Morgan Stanley worth $667K as of Q2 2026.
  • Hexagon Capital Partners sold 210 Morgan Stanley shares in Q2 2026, an estimated $41.6K.
  • Morgan Stanley made up 0.09% of Hexagon Capital Partners's portfolio in Q2 2026, its #98 holding.
  • Hexagon Capital Partners first reported a position in Morgan Stanley in Q3 2020 and has held it in 21 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.