Howard Capital Management’s Morgan Stanley MS Stock Holding History

Howard 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	$1.81M	Buy	8,674 +4,022	+86%	+$796K	0.02%	211
2026 Q1	$766K	Sell	4,652 -4,511	-49%	-$781K	0.01%	190
2025 Q4	$1.63M	Buy	9,163 +49	+0.5%	+$8.17K	0.02%	183
2025 Q3	$1.45M	Sell	9,114 -1,314	-13%	-$194K	0.02%	186
2025 Q2	$1.47M	Buy	10,428 +1,275	+14%	+$157K	0.02%	177
2025 Q1	$1.07M	Sell	9,153 -1,091	-11%	-$141K	0.03%	187
2024 Q4	$1.29M	Buy	10,244 +476	+5%	+$58.6K	0.02%	186
2024 Q3	$1.02M	Buy	+9,768	New	+$984K	0.02%	205

Other funds holding MS

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Howard Capital Management increased its Morgan Stanley (MS) stake by 86% in Q2 2026, buying an estimated $796K and bringing the position to 8,674 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #211.

Howard Capital Management first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Howard Capital Management held 8,674 shares of Morgan Stanley worth $1.81M as of Q2 2026.
Howard Capital Management bought 4,022 Morgan Stanley shares in Q2 2026, an estimated $796K.
Morgan Stanley made up 0.02% of Howard Capital Management's portfolio in Q2 2026, its #211 holding.
Howard Capital Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.