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 $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

HighTower Advisors's MS Position: Q1 2026 in Review

HighTower Advisors reduced its Morgan Stanley (MS) stake by 14% in Q1 2026, selling an estimated $36.3M and leaving 1,331,983 shares worth $215M. The position accounts for 0.23% of the portfolio, ranked #88.

HighTower Advisors first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $269M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

HighTower Advisors held 1,331,983 shares of Morgan Stanley worth $215M as of Q1 2026.
HighTower Advisors sold 209,471 Morgan Stanley shares in Q1 2026, an estimated $36.3M.
Morgan Stanley made up 0.23% of HighTower Advisors's portfolio in Q1 2026, its #88 holding.
HighTower Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Morgan Stanley position peaked at $269M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.