HCM
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Hollencrest Capital Management’s Morgan Stanley MS Stock Holding History

Hollencrest Capital 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
Q2 		– Sell
-400
Closed -$65.8K – 1319
2026
Q1 		$65.8K Buy
+400
New +$69.3K ﹤0.01% 500
2025
Q4 		– Sell
-400
Closed -$63.6K – 1223
2025
Q3 		$63.6K Buy
+400
New +$59.1K ﹤0.01% 511

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

Hollencrest Capital Management's MS Position: Q2 2026 in Review

Hollencrest Capital Management increased its Morgan Stanley (MS) stake by 0.29% in Q2 2026, buying an estimated $396 and bringing the position to 681 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #366.

Hollencrest Capital Management first reported a position in MS in Q4 2022 and has held it in 15 quarters since. The position peaked at $928K in Q3 2025. 2,729 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hollencrest Capital Management held 681 shares of Morgan Stanley worth $142K as of Q2 2026.
  • Hollencrest Capital Management bought 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up 0.01% of Hollencrest Capital Management's portfolio in Q2 2026, its #366 holding.
  • Hollencrest Capital Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • Hollencrest Capital Management's Morgan Stanley position peaked at $928K in Q3 2025.
  • 2,729 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.