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Howard Financial Services’s Morgan Stanley MS Stock Holding History

Howard 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
2026
Q2 		$967K Buy
4,628
+284
+7% +$56.2K 0.1% 95
2026
Q1 		$715K Buy
4,344
+765
+21% +$132K 0.08% 104
2025
Q4 		$635K Buy
3,579
+58
+2% +$9.68K 0.07% 97
2025
Q3 		$560K Buy
3,521
+668
+23% +$98.6K 0.07% 97
2025
Q2 		$402K Sell
2,853
-272
-9% -$33.4K 0.05% 121
2025
Q1 		$365K Sell
3,125
-79
-2% -$10.2K 0.05% 128
2024
Q4 		$403K Buy
3,204
+604
+23% +$74.4K 0.05% 117
2024
Q3 		$271K Buy
2,600
+9
+0.3% +$906 0.04% 134
2024
Q2 		$252K Buy
2,591
+46
+2% +$4.38K 0.04% 132
2024
Q1 		$240K Buy
2,545
+84
+3% +$7.4K 0.04% 137
2023
Q4 		$229K Buy
+2,461
New +$197K 0.04% 138
2022
Q3 		– Sell
-3,220
Closed -$245K – 133
2022
Q2 		$245K Buy
3,220
+195
+6% +$16K 0.08% 101
2022
Q1 		$264K Buy
+3,025
New +$292K 0.08% 106

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

Howard Financial Services's MS Position: Q2 2026 in Review

Howard Financial Services increased its Morgan Stanley (MS) stake by 6.5% in Q2 2026, buying an estimated $56.2K and bringing the position to 4,628 shares worth $967K. The position accounts for 0.1% of the portfolio, ranked #95.

Howard Financial Services first reported a position in MS in Q1 2022 and has held it in 13 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Howard Financial Services held 4,628 shares of Morgan Stanley worth $967K as of Q2 2026.
  • Howard Financial Services bought 284 Morgan Stanley shares in Q2 2026, an estimated $56.2K.
  • Morgan Stanley made up 0.1% of Howard Financial Services's portfolio in Q2 2026, its #95 holding.
  • Howard Financial Services first reported a position in Morgan Stanley in Q1 2022 and has held it in 13 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.