HRT Financial’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.5M | Sell |
197,552
-17,817
| -8% | -$3.08M | 0.08% | 214 |
|
|
2025
Q4 | $38.2M | Buy |
215,369
+15,589
| +8% | +$2.6M | 0.12% | 113 |
|
|
2025
Q3 | $31.8M | Buy |
199,780
+47,719
| +31% | +$7.05M | 0.12% | 105 |
|
|
2025
Q2 | $21.4M | Buy |
+152,061
| New | +$18.7M | 0.09% | 140 |
|
|
2025
Q1 | – | Sell |
-129,569
| Closed | -$16.3M | – | 3075 |
|
|
2024
Q4 | $16.3M | Buy |
+129,569
| New | +$16M | 0.08% | 144 |
|
|
2024
Q3 | – | Sell |
-252,956
| Closed | -$24.6M | – | 2869 |
|
|
2024
Q2 | $24.6M | Sell |
252,956
-158,742
| -39% | -$15.1M | 0.14% | 109 |
|
|
2024
Q1 | $38.8M | Buy |
411,698
+385,379
| +1,464% | +$33.9M | 0.24% | 39 |
|
|
2023
Q4 | $2.45M | Sell |
26,319
-305,220
| -92% | -$24.4M | 0.02% | 560 |
|
|
2023
Q3 | $27.1M | Buy |
+331,539
| New | +$28.8M | 0.27% | 47 |
|
|
2023
Q1 | – | Sell |
-174,658
| Closed | -$16.3M | – | 2933 |
|
|
2022
Q4 | $14.8M | Sell |
174,658
-738,911
| -81% | -$63M | 0.21% | 84 |
|
|
2022
Q3 | $72.2M | Buy |
913,569
+825,152
| +933% | +$69.5M | 0.78% | 16 |
|
|
2022
Q2 | $6.72M | Buy |
88,417
+30,286
| +52% | +$2.48M | 0.07% | 197 |
|
|
2022
Q1 | $5.08M | Buy |
58,131
+41,359
| +247% | +$3.99M | 0.04% | 287 |
|
|
2021
Q4 | $1.65M | Sell |
16,772
-365,888
| -96% | -$36.4M | 0.01% | 772 |
|
|
2021
Q3 | $37.2M | Buy |
382,660
+188,278
| +97% | +$18.7M | 0.23% | 43 |
|
|
2021
Q2 | $17.8M | Buy |
194,382
+144,651
| +291% | +$12.4M | 0.16% | 101 |
|
|
2021
Q1 | $3.86M | Buy |
+49,731
| New | +$3.81M | 0.04% | 346 |
|
|
2020
Q3 | – | Sell |
-96,996
| Closed | -$4.89M | – | 2191 |
|
|
2020
Q2 | $4.68M | Sell |
96,996
-329,255
| -77% | -$13.8M | 0.14% | 132 |
|
|
2020
Q1 | $14.5M | Buy |
426,251
+307,937
| +260% | +$14.5M | 0.93% | 16 |
|
|
2019
Q4 | $6.05M | Buy |
118,314
+96,646
| +446% | +$4.57M | 0.26% | 62 |
|
|
2019
Q3 | $924K | Sell |
21,668
-28,059
| -56% | -$1.2M | 0.04% | 392 |
|
|
2019
Q2 | $2.18M | Buy |
49,727
+42,889
| +627% | +$1.91M | 0.14% | 158 |
|
|
2019
Q1 | $288K | Sell |
6,838
-24,248
| -78% | -$1.02M | 0.04% | 303 |
|
|
2018
Q4 | $1.23M | Buy |
31,086
+26,579
| +590% | +$1.16M | 0.18% | 97 |
|
|
2018
Q3 | $209K | Buy |
+4,507
| New | +$220K | 0.03% | 320 |
|
|
2018
Q2 | – | Sell |
-6,975
| Closed | -$376K | – | 335 |
|
|
2018
Q1 | $376K | Buy |
+6,975
| New | +$386K | 0.18% | 110 |
|
Other funds holding MS
VCM
VPM
HRT Financial's MS Position: Q1 2026 in Review
HRT Financial reduced its Morgan Stanley (MS) stake by 8.3% in Q1 2026, selling an estimated $3.08M and leaving 197,552 shares worth $32.5M. The position accounts for 0.08% of the portfolio, ranked #214.
HRT Financial first reported a position in MS in Q1 2018 and has held it in 26 quarters since. The position peaked at $72.2M in Q3 2022. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- HRT Financial held 197,552 shares of Morgan Stanley worth $32.5M as of Q1 2026.
- HRT Financial sold 17,817 Morgan Stanley shares in Q1 2026, an estimated $3.08M.
- Morgan Stanley made up 0.08% of HRT Financial's portfolio in Q1 2026, its #214 holding.
- HRT Financial first reported a position in Morgan Stanley in Q1 2018 and has held it in 26 quarters since.
- HRT Financial's Morgan Stanley position peaked at $72.2M in Q3 2022.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.