Howard Capital Management
MS icon

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
Q3 		$1.61M Sell
8,582
-92
-1% -$19.5K 0.02% 188
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Howard Capital Management's MS Position: Q3 2026 in Review

Howard Capital Management reduced its Morgan Stanley (MS) stake by 1.1% in Q3 2026, selling an estimated $19.5K and leaving 8,582 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #188.

Howard Capital Management first reported a position in MS in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.81M in Q2 2026. 1,713 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Howard Capital Management held 8,582 shares of Morgan Stanley worth $1.61M as of Q3 2026.
  • Howard Capital Management sold 92 Morgan Stanley shares in Q3 2026, an estimated $19.5K.
  • Morgan Stanley made up 0.02% of Howard Capital Management's portfolio in Q3 2026, its #188 holding.
  • Howard Capital Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 9 quarters since.
  • Howard Capital Management's Morgan Stanley position peaked at $1.81M in Q2 2026.
  • 1,713 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Howard Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.