HFS
MS icon

Hopwood Financial Services’s Morgan Stanley MS Stock Holding History

Hopwood Financial Services’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
2025
Q4 		– Sell
-264
Closed -$42K – 211
2025
Q3 		$42K Hold
264
– – 0.03% 169
2025
Q2 		$37.2K Hold
264
– – 0.03% 168
2025
Q1 		$30.8K Buy
264
+88
+50% +$11.3K 0.02% 179
2024
Q4 		$22.1K Buy
+176
New +$21.7K 0.02% 197

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hopwood Financial Services's MS Position: Q4 2025 in Review

Hopwood Financial Services sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 264 shares — an estimated $42K sold.

Hopwood Financial Services first reported a position in MS in Q4 2024 and held it in 4 quarters. The position peaked at $42K in Q3 2025. 2,531 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Hopwood Financial Services reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 264 Morgan Stanley shares in Q4 2025, an estimated $42K.
  • Hopwood Financial Services first reported a position in Morgan Stanley in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Morgan Stanley position peaked at $42K in Q3 2025.
  • 2,531 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.