HPM
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
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 $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Hoxton Planning & Management's MS Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Morgan Stanley (MS) stake by 4.3% in Q2 2026, selling an estimated $13.9K and leaving 1,556 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #168.

Hoxton Planning & Management first reported a position in MS in Q4 2022 and has held it in 10 quarters since. 586 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hoxton Planning & Management held 1,556 shares of Morgan Stanley worth $325K as of Q2 2026.
  • Hoxton Planning & Management sold 70 Morgan Stanley shares in Q2 2026, an estimated $13.9K.
  • Morgan Stanley made up 0.08% of Hoxton Planning & Management's portfolio in Q2 2026, its #168 holding.
  • Hoxton Planning & Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 10 quarters since.
  • 586 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.