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HRT Financial’s Morgan Stanley MS Stock Holding History

HRT Financial’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 		$7.23M Buy
+34,600
New +$6.85M 0.01% 938
2024
Q1 		– Sell
-3,800
Closed -$354K – 2802
2023
Q4 		$354K Buy
+3,800
New +$304K ﹤0.01% 1547
2021
Q3 		– Sell
-20,900
Closed -$1.92M – 3593
2021
Q2 		$1.92M Buy
+20,900
New +$1.79M 0.02% 647

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

HRT Financial's MS Position: Q2 2026 in Review

HRT Financial reduced its Morgan Stanley (MS) stake by 39% in Q2 2026, selling an estimated $15.4M and leaving 119,684 shares worth $25M. The position accounts for 0.05% of the portfolio, ranked #387.

HRT Financial first reported a position in MS in Q1 2018 and has held it in 27 quarters since. The position peaked at $72.2M in Q3 2022. 2,738 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • HRT Financial held 119,684 shares of Morgan Stanley worth $25M as of Q2 2026.
  • HRT Financial sold 77,868 Morgan Stanley shares in Q2 2026, an estimated $15.4M.
  • Morgan Stanley made up 0.05% of HRT Financial's portfolio in Q2 2026, its #387 holding.
  • HRT Financial first reported a position in Morgan Stanley in Q1 2018 and has held it in 27 quarters since.
  • HRT Financial's Morgan Stanley position peaked at $72.2M in Q3 2022.
  • 2,738 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.