Howard Hughes Medical Institute’s Morgan Stanley MS Stock Holding History

Howard Hughes Medical Institute’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 Q1	–	Sell	-261	Closed	-$46.3K	–	327
2025 Q4	$46.3K	Hold	261	–	–	0.03%	44
2025 Q3	$41.5K	Sell	261 -6	-2%	-$886	0.02%	47
2025 Q2	$37.6K	Buy	+267	New	+$32.8K	0.02%	56
2020 Q1	–	Sell	-100,000	Closed	-$5.11M	–	25
2019 Q4	$5.11M	Hold	100,000	–	–	1.83%	20
2019 Q3	$4.27M	Hold	100,000	–	–	1.19%	23
2019 Q2	$4.38M	Hold	100,000	–	–	2.1%	21
2019 Q1	$4.22M	Hold	100,000	–	–	0.98%	22
2018 Q4	$3.96M	Hold	100,000	–	–	1.26%	22
2018 Q3	$4.66M	Hold	100,000	–	–	1.36%	20
2018 Q2	$4.74M	Hold	100,000	–	–	1.2%	18
2018 Q1	$5.4M	Hold	100,000	–	–	1.4%	14
2017 Q4	$5.25M	Hold	100,000	–	–	1.36%	17
2017 Q3	$4.82M	Hold	100,000	–	–	1.2%	20
2017 Q2	$4.46M	Hold	100,000	–	–	0.81%	31
2017 Q1	$4.28M	Hold	100,000	–	–	0.79%	30
2016 Q4	$4.22M	Sell	100,000 -90,000	-47%	-$3.4M	0.97%	25
2016 Q3	$6.09M	Hold	190,000	–	–	1.57%	20
2016 Q2	$4.94M	Hold	190,000	–	–	1.66%	20
2016 Q1	$4.75M	Hold	190,000	–	–	1.05%	22
2015 Q4	$6.04M	Buy	190,000 +10,000	+6%	+$332K	0.92%	18
2015 Q3	$5.67M	Hold	180,000	–	–	1.06%	17
2015 Q2	$6.98M	Sell	180,000 -35,000	-16%	-$1.33M	1.48%	11
2015 Q1	$7.67M	Hold	215,000	–	–	1.04%	12
2014 Q4	$8.34M	Buy	215,000 +10,000	+5%	+$356K	2.23%	9
2014 Q3	$7.09M	Hold	205,000	–	–	1.58%	12
2014 Q2	$6.63M	Sell	205,000 -45,000	-18%	-$1.39M	1.11%	13
2014 Q1	$7.79M	Hold	250,000	–	–	1.11%	9
2013 Q4	$7.84M	Hold	250,000	–	–	1.18%	12
2013 Q3	$6.74M	Hold	250,000	–	–	1.03%	12
2013 Q2	$6.11M	Buy	+250,000	New	+$5.93M	2.01%	16

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Howard Hughes Medical Institute's MS Position: Q1 2026 in Review

Howard Hughes Medical Institute sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 261 shares — an estimated $46.3K sold.

Howard Hughes Medical Institute first reported a position in MS in Q2 2013 and held it in 30 quarters. The position peaked at $8.34M in Q4 2014. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Howard Hughes Medical Institute reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Howard Hughes Medical Institute sold 261 Morgan Stanley shares in Q1 2026, an estimated $46.3K.
Howard Hughes Medical Institute first reported a position in Morgan Stanley in Q2 2013 and held it in 30 quarters.
Howard Hughes Medical Institute's Morgan Stanley position peaked at $8.34M in Q4 2014.
2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Howard Hughes Medical Institute's 13F filing for Q1 2026, filed 15 May 2026.