HCWM
MS icon

Hidden Cove Wealth Management’s Morgan Stanley MS Stock Holding History

Hidden Cove Wealth Management’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 		$440K Buy
2,105
+258
+14% +$51.1K 0.24% 68
2026
Q1 		$304K Buy
1,847
+63
+4% +$10.9K 0.2% 74
2025
Q4 		$317K Buy
1,784
+123
+7% +$20.5K 0.21% 65
2025
Q3 		$264K Buy
+1,661
New +$245K 0.17% 70

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Hidden Cove Wealth Management's MS Position: Q2 2026 in Review

Hidden Cove Wealth Management increased its Morgan Stanley (MS) stake by 14% in Q2 2026, buying an estimated $51.1K and bringing the position to 2,105 shares worth $440K. The position accounts for 0.24% of the portfolio, ranked #68.

Hidden Cove Wealth Management first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hidden Cove Wealth Management held 2,105 shares of Morgan Stanley worth $440K as of Q2 2026.
  • Hidden Cove Wealth Management bought 258 Morgan Stanley shares in Q2 2026, an estimated $51.1K.
  • Morgan Stanley made up 0.24% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Hidden Cove Wealth Management first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.