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Hobbs Group Advisors’s Morgan Stanley MS Stock Holding History

Hobbs Group 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
2026
Q2 		$775K Sell
3,706
-33
-0.9% -$6.54K 0.2% 79
2026
Q1 		$615K Buy
3,739
+610
+19% +$106K 0.18% 88
2025
Q4 		$555K Buy
3,129
+6
+0.2% +$1K 0.17% 94
2025
Q3 		$496K Buy
3,123
+32
+1% +$4.72K 0.15% 102
2025
Q2 		$435K Buy
3,091
+10
+0.3% +$1.23K 0.15% 103
2025
Q1 		$359K Buy
3,081
+6
+0.2% +$773 0.14% 108
2024
Q4 		$387K Buy
3,075
+10
+0.3% +$1.23K 0.15% 103
2024
Q3 		$320K Sell
3,065
-116
-4% -$11.7K 0.11% 112
2024
Q2 		$309K Buy
+3,181
New +$303K 0.12% 113
2023
Q4 		$340K Buy
+3,650
New +$292K 0.15% 96

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hobbs Group Advisors's MS Position: Q2 2026 in Review

Hobbs Group Advisors reduced its Morgan Stanley (MS) stake by 0.88% in Q2 2026, selling an estimated $6.54K and leaving 3,706 shares worth $775K. The position accounts for 0.2% of the portfolio, ranked #79.

Hobbs Group Advisors first reported a position in MS in Q4 2023 and has held it in 10 quarters since. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hobbs Group Advisors held 3,706 shares of Morgan Stanley worth $775K as of Q2 2026.
  • Hobbs Group Advisors sold 33 Morgan Stanley shares in Q2 2026, an estimated $6.54K.
  • Morgan Stanley made up 0.2% of Hobbs Group Advisors's portfolio in Q2 2026, its #79 holding.
  • Hobbs Group Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • 2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.