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
2024 Q3	–	Sell	-100	Closed	-$123	–	3886
2024 Q2	$123	Buy	+100	New	+$9.52K	﹤0.01%	3632
2023 Q4	–	Sell	-22	Closed	-$3.08K	–	3768
2023 Q3	$3.08K	Buy	+22	New	+$1.91K	﹤0.01%	3448
2022 Q1	–	Sell	-13	Closed	-$53K	–	3577
2021 Q4	$53K	Buy	+13	New	+$1.29K	﹤0.01%	3018
2021 Q2	–	Sell	-140	Closed	-$36K	–	3300
2021 Q1	$36K	Buy	+140	New	+$10.7K	﹤0.01%	2864

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.