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 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 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

Hobbs Group Advisors's MS Position: Q1 2026 in Review

Hobbs Group Advisors increased its Morgan Stanley (MS) stake by 19% in Q1 2026, buying an estimated $106K and bringing the position to 3,739 shares worth $615K. The position accounts for 0.18% of the portfolio, ranked #88.

Hobbs Group Advisors first reported a position in MS in Q4 2023 and has held it in 9 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Hobbs Group Advisors held 3,739 shares of Morgan Stanley worth $615K as of Q1 2026.
Hobbs Group Advisors bought 610 Morgan Stanley shares in Q1 2026, an estimated $106K.
Morgan Stanley made up 0.18% of Hobbs Group Advisors's portfolio in Q1 2026, its #88 holding.
Hobbs Group Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 9 quarters since.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Hobbs Group Advisors's 13F filing for Q1 2026, filed 20 May 2026.