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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
Q1 		– Sell
-4,500
Closed -$798K – 4388
2025
Q4 		$798K Buy
+4,500
New +$751K ﹤0.01% 1859
2024
Q2 		– Sell
-10,200
Closed -$960K – 2770
2024
Q1 		$960K Buy
+10,200
New +$898K 0.01% 909
2023
Q4 		– Sell
-5,700
Closed -$465K – 2803
2023
Q3 		$465K Sell
5,700
-13,700
-71% -$1.19M ﹤0.01% 1445
2023
Q2 		$1.66M Buy
19,400
+7,000
+56% +$599K 0.02% 691
2023
Q1 		$1.09M Buy
12,400
+9,100
+276% +$849K 0.01% 905
2022
Q4 		$280K Sell
3,300
-3,700
-53% -$315K ﹤0.01% 1761
2022
Q3 		$553K Sell
7,000
-6,100
-47% -$514K 0.01% 1371
2022
Q2 		$996K Buy
+13,100
New +$1.07M 0.01% 920
2022
Q1 		– Sell
-13,300
Closed -$1.3M – 3577
2021
Q4 		$1.3M Buy
+13,300
New +$1.32M 0.01% 918
2021
Q3 		– Sell
-5,300
Closed -$485K – 3594
2021
Q2 		$485K Sell
5,300
-41,800
-89% -$3.58M ﹤0.01% 1814
2021
Q1 		$3.66M Buy
47,100
+25,500
+118% +$1.95M 0.04% 365
2020
Q4 		$1.48M Buy
21,600
+1,100
+5% +$63.1K 0.03% 435
2020
Q3 		$991K Buy
20,500
+1,500
+8% +$75.6K 0.03% 562
2020
Q2 		$917K Buy
19,000
+6,300
+50% +$265K 0.03% 572
2020
Q1 		$431K Buy
+12,700
New +$598K 0.03% 426

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.