Hoxton Planning & Management
MS icon

Hoxton Planning & Management’s Morgan Stanley MS Stock Holding History

Hoxton Planning & 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 		$286K Sell
1,520
-36
-2% -$7.65K 0.07% 179
2026
Q2 		$325K Sell
1,556
-70
-4% -$13.9K 0.08% 168
2026
Q1 		$268K Buy
1,626
+7
+0.4% +$1.21K 0.08% 176
2025
Q4 		$287K Sell
1,619
-30
-2% -$5K 0.09% 166
2025
Q3 		$262K Sell
1,649
-70
-4% -$10.3K 0.08% 170
2025
Q2 		$242K Sell
1,719
-20
-1% -$2.46K 0.08% 177
2025
Q1 		$203K Sell
1,739
-238
-12% -$30.7K 0.08% 191
2024
Q4 		$249K Sell
1,977
-5
-0.3% -$616 0.1% 175
2024
Q3 		$207K Buy
+1,982
New +$200K 0.08% 196
2023
Q2 		– Sell
-2,449
Closed -$215K – 161
2023
Q1 		$215K Sell
2,449
-28
-1% -$2.61K 0.12% 147
2022
Q4 		$211K Buy
+2,477
New +$211K 0.11% 148

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Hoxton Planning & Management's MS Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Morgan Stanley (MS) stake by 2.3% in Q3 2026, selling an estimated $7.65K and leaving 1,520 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #179.

Hoxton Planning & Management first reported a position in MS in Q4 2022 and has held it in 11 quarters since. The position peaked at $325K in Q2 2026. 634 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Hoxton Planning & Management held 1,520 shares of Morgan Stanley worth $286K as of Q3 2026.
  • Hoxton Planning & Management sold 36 Morgan Stanley shares in Q3 2026, an estimated $7.65K.
  • Morgan Stanley made up 0.07% of Hoxton Planning & Management's portfolio in Q3 2026, its #179 holding.
  • Hoxton Planning & Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 11 quarters since.
  • Hoxton Planning & Management's Morgan Stanley position peaked at $325K in Q2 2026.
  • 634 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.