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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

HFM Investment Advisors's MS Position: Q1 2026 in Review

HFM Investment Advisors held its Morgan Stanley (MS) position steady in Q1 2026 at 20 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

HFM Investment Advisors first reported a position in MS in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.55K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • HFM Investment Advisors held 20 shares of Morgan Stanley worth $3.29K as of Q1 2026.
  • HFM Investment Advisors left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #180 holding.
  • HFM Investment Advisors first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Morgan Stanley position peaked at $3.55K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.