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Hoey Investments’s Morgan Stanley MS Stock Holding History

Hoey Investments’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 		$7.74M Buy
47,031
+1,179
+3% +$204K 1.12% 15
2025
Q4 		$8.14M Buy
45,852
+5,141
+13% +$858K 1.08% 14
2025
Q3 		$6.47M Buy
40,711
+4,646
+13% +$686K 0.86% 13
2025
Q2 		$5.08M Buy
36,065
+8,814
+32% +$1.08M 0.74% 17
2025
Q1 		$3.18M Sell
27,251
-3,710
-12% -$478K 0.62% 16
2024
Q4 		$3.89M Buy
30,961
+11,292
+57% +$1.39M 0.65% 16
2024
Q3 		$1.91M Hold
19,669
– – 0.36% 24
2024
Q2 		$1.91M Sell
19,669
-666
-3% -$63.4K 0.36% 24
2024
Q1 		$1.91M Sell
20,335
-415
-2% -$36.5K 0.42% 22
2023
Q4 		$1.93M Sell
20,750
-8,072
-28% -$646K 0.54% 19
2023
Q3 		$2.35M Sell
28,822
-1,676
-5% -$146K 0.78% 18
2023
Q2 		$2.6M Sell
30,498
-1,463
-5% -$125K 0.85% 17
2023
Q1 		$2.81M Buy
31,961
+4,109
+15% +$383K 1.1% 13
2022
Q4 		$2.37M Sell
27,852
-3,725
-12% -$317K 1.02% 14
2022
Q3 		$2.5M Buy
31,577
+13,814
+78% +$1.16M 0.98% 15
2022
Q2 		$1.35M Buy
17,763
+607
+4% +$49.7K 0.58% 22
2022
Q1 		$1.5M Buy
17,156
+9,669
+129% +$933K 0.41% 25
2021
Q4 		$735K Buy
7,487
+200
+3% +$19.9K 0.19% 39
2021
Q3 		$709K Sell
7,287
-3,500
-32% -$347K 0.21% 40
2021
Q2 		$989K Sell
10,787
-9,412
-47% -$807K 0.29% 41
2021
Q1 		$1.57M Buy
20,199
+6,979
+53% +$535K 0.53% 25
2020
Q4 		$906K Buy
+13,220
New +$759K 0.33% 25

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

Hoey Investments's MS Position: Q1 2026 in Review

Hoey Investments increased its Morgan Stanley (MS) stake by 2.6% in Q1 2026, buying an estimated $204K and bringing the position to 47,031 shares worth $7.74M. The position accounts for 1.12% of the portfolio, ranked #15.

Hoey Investments first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.14M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Hoey Investments held 47,031 shares of Morgan Stanley worth $7.74M as of Q1 2026.
  • Hoey Investments bought 1,179 Morgan Stanley shares in Q1 2026, an estimated $204K.
  • Morgan Stanley made up 1.12% of Hoey Investments's portfolio in Q1 2026, its #15 holding.
  • Hoey Investments first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • Hoey Investments's Morgan Stanley position peaked at $8.14M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.