HighTower Advisors’s Morgan Stanley MS Stock Holding History

HighTower 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
2022 Q2	–	Sell	-18	Closed	-$24K	–	3437
2022 Q1	$24K	Buy	+18	New	+$1.74K	﹤0.01%	3150
2021 Q3	–	Sell	-2,000	Closed	-$12K	–	3341
2021 Q2	$12K	Buy	+2,000	New	+$171K	﹤0.01%	2988
2021 Q1	–	Sell	-150	Closed	-$242K	–	3191
2020 Q4	$242K	Buy	+150	New	+$8.61K	﹤0.01%	2079
2020 Q3	–	Sell	-5,400	Closed	-$5K	–	2635
2020 Q2	$5K	Buy	+5,400	New	+$227K	﹤0.01%	2345
2019 Q1	–	Sell	-4,000	Closed	-$1K	–	2378
2018 Q4	$1K	Hold	4,000	–	–	﹤0.01%	2190
2018 Q3	$1K	Buy	+4,000	New	+$195K	﹤0.01%	2266
2016 Q2	–	Sell	-5,000	Closed	-$350K	–	1930
2016 Q1	$350K	Buy	+5,000	New	+$128K	﹤0.01%	1542

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HighTower Advisors's MS Position: Q2 2026 in Review

HighTower Advisors increased its Morgan Stanley (MS) stake by 5.8% in Q2 2026, buying an estimated $15.3M and bringing the position to 1,409,310 shares worth $289M. The position accounts for 0.28% of the portfolio, ranked #74.

HighTower Advisors first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

HighTower Advisors held 1,409,310 shares of Morgan Stanley worth $289M as of Q2 2026.
HighTower Advisors bought 77,327 Morgan Stanley shares in Q2 2026, an estimated $15.3M.
Morgan Stanley made up 0.28% of HighTower Advisors's portfolio in Q2 2026, its #74 holding.
HighTower Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.