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Hillsdale Investment Management’s Morgan Stanley MS Stock Holding History

Hillsdale Investment 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
Q1 		$5.55M Buy
33,720
+11,210
+50% +$1.94M 0.15% 161
2025
Q4 		$4M Buy
22,510
+18,180
+420% +$3.03M 0.11% 252
2025
Q3 		$688K Buy
+4,330
New +$639K 0.02% 410
2025
Q2 		– Sell
-4,400
Closed -$513K – 678
2025
Q1 		$513K Buy
+4,400
New +$567K 0.03% 359
2024
Q2 		– Sell
-260
Closed -$24.5K – 654
2024
Q1 		$24.5K Hold
260
– – ﹤0.01% 457
2023
Q4 		$24.2K Hold
260
– – ﹤0.01% 442
2023
Q3 		$21.2K Sell
260
-670
-72% -$58.2K ﹤0.01% 437
2023
Q2 		$79.4K Sell
930
-20
-2% -$1.71K 0.01% 385
2023
Q1 		$83.4K Buy
950
+310
+48% +$28.9K 0.01% 478
2022
Q4 		$54.4K Hold
640
– – ﹤0.01% 483
2022
Q3 		$51K Sell
640
-1,014
-61% -$85.5K ﹤0.01% 465
2022
Q2 		$126K Sell
1,654
-36
-2% -$2.95K 0.01% 415
2022
Q1 		$148K Buy
1,690
+1,330
+369% +$128K 0.01% 412
2021
Q4 		$35K Hold
360
– – ﹤0.01% 506
2021
Q3 		$35K Sell
360
-240
-40% -$23.8K ﹤0.01% 501
2021
Q2 		$55K Hold
600
– – ﹤0.01% 457
2021
Q1 		$47K Buy
+600
New +$46K ﹤0.01% 459
2020
Q2 		– Sell
-9,985
Closed -$339K – 652
2020
Q1 		$339K Sell
9,985
-1,000
-9% -$47.1K 0.04% 366
2019
Q4 		$561K Buy
+10,985
New +$520K 0.05% 318
2019
Q1 		– Sell
-1,060
Closed -$42K – 656
2018
Q4 		$42K Buy
+1,060
New +$46.3K 0.01% 422
2017
Q2 		– Sell
-1,100
Closed -$47K – 503
2017
Q1 		$47K Sell
1,100
-7,100
-87% -$315K 0.01% 308
2016
Q4 		$346K Buy
+8,200
New +$310K 0.07% 204

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hillsdale Investment Management's MS Position: Q1 2026 in Review

Hillsdale Investment Management increased its Morgan Stanley (MS) stake by 50% in Q1 2026, buying an estimated $1.94M and bringing the position to 33,720 shares worth $5.55M. The position accounts for 0.15% of the portfolio, ranked #161.

Hillsdale Investment Management first reported a position in MS in Q4 2016 and has held it in 22 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Hillsdale Investment Management held 33,720 shares of Morgan Stanley worth $5.55M as of Q1 2026.
  • Hillsdale Investment Management bought 11,210 Morgan Stanley shares in Q1 2026, an estimated $1.94M.
  • Morgan Stanley made up 0.15% of Hillsdale Investment Management's portfolio in Q1 2026, its #161 holding.
  • Hillsdale Investment Management first reported a position in Morgan Stanley in Q4 2016 and has held it in 22 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.