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HFM Investment Advisors’s Morgan Stanley MS Stock Holding History

HFM Investment Advisors’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 		$8.57K Buy
41
+21
+105% +$4.16K ﹤0.01% 128
2026
Q1 		$3.29K Hold
20
– – ﹤0.01% 180
2025
Q4 		$3.55K Hold
20
– – ﹤0.01% 225
2025
Q3 		$3.18K Buy
20
+1
+5% +$148 ﹤0.01% 147
2025
Q2 		$2.68K Buy
19
+13
+217% +$1.6K ﹤0.01% 154
2025
Q1 		$701 Buy
+6
New +$773 ﹤0.01% 213

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's MS Position: Q2 2026 in Review

HFM Investment Advisors increased its Morgan Stanley (MS) stake by 105% in Q2 2026, buying an estimated $4.16K and bringing the position to 41 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

HFM Investment Advisors first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • HFM Investment Advisors held 41 shares of Morgan Stanley worth $8.57K as of Q2 2026.
  • HFM Investment Advisors bought 21 Morgan Stanley shares in Q2 2026, an estimated $4.16K.
  • Morgan Stanley made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #128 holding.
  • HFM Investment Advisors first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.