Hidden Cove Wealth Management
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
Q3 		$418K Buy
2,222
+117
+6% +$24.9K 0.22% 73
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hidden Cove Wealth Management's MS Position: Q3 2026 in Review

Hidden Cove Wealth Management increased its Morgan Stanley (MS) stake by 5.6% in Q3 2026, buying an estimated $24.9K and bringing the position to 2,222 shares worth $418K. The position accounts for 0.22% of the portfolio, ranked #73.

Hidden Cove Wealth Management first reported a position in MS in Q3 2025 and has held it in 5 quarters since. The position peaked at $440K in Q2 2026. 2,073 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Hidden Cove Wealth Management held 2,222 shares of Morgan Stanley worth $418K as of Q3 2026.
  • Hidden Cove Wealth Management bought 117 Morgan Stanley shares in Q3 2026, an estimated $24.9K.
  • Morgan Stanley made up 0.22% of Hidden Cove Wealth Management's portfolio in Q3 2026, its #73 holding.
  • Hidden Cove Wealth Management first reported a position in Morgan Stanley in Q3 2025 and has held it in 5 quarters since.
  • Hidden Cove Wealth Management's Morgan Stanley position peaked at $440K in Q2 2026.
  • 2,073 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.