HCMG
MS icon

Howard Capital Management Group’s Morgan Stanley MS Stock Holding History

Howard Capital Management Group’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 		$275K Hold
1,316
– – 0.02% 114
2026
Q1 		$217K Hold
1,316
– – 0.01% 127
2025
Q4 		$234K Hold
1,316
– – 0.01% 123
2025
Q3 		$209K Hold
1,316
– – 0.01% 130
2025
Q2 		$185K Hold
1,316
– – 0.01% 129
2025
Q1 		$154K Hold
1,316
– – 0.01% 127
2024
Q4 		$165K Buy
+1,316
New +$162K 0.01% 128

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Howard Capital Management Group's MS Position: Q2 2026 in Review

Howard Capital Management Group held its Morgan Stanley (MS) position steady in Q2 2026 at 1,316 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #114.

Howard Capital Management Group first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Howard Capital Management Group held 1,316 shares of Morgan Stanley worth $275K as of Q2 2026.
  • Howard Capital Management Group left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.02% of Howard Capital Management Group's portfolio in Q2 2026, its #114 holding.
  • Howard Capital Management Group first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.