HSBC Holdings’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 | $19M | Sell |
115,500
-208,700
| -64% | -$36.1M | 0.01% | 754 |
|
|
2025
Q4 | $57.7M | Buy |
324,200
+69,300
| +27% | +$11.6M | 0.03% | 457 |
|
|
2025
Q3 | $40.2M | Buy |
254,900
+15,000
| +6% | +$2.21M | 0.02% | 534 |
|
|
2025
Q2 | $33.6M | Buy |
239,900
+2,200
| +0.9% | +$270K | 0.02% | 566 |
|
|
2025
Q1 | $27.4M | Sell |
237,700
-65,100
| -21% | -$8.39M | 0.02% | 627 |
|
|
2024
Q4 | $38.1M | Buy |
302,800
+2,300
| +0.8% | +$283K | 0.02% | 552 |
|
|
2024
Q3 | $31.2M | Sell |
300,500
-197,100
| -40% | -$19.8M | 0.02% | 603 |
|
|
2024
Q2 | $48.1M | Buy |
+497,600
| New | +$47.4M | 0.03% | 461 |
|
|
2024
Q1 | – | Sell |
-55,000
| Closed | -$5.13M | – | 3170 |
|
|
2023
Q4 | $5.13M | Sell |
55,000
-146,500
| -73% | -$11.7M | ﹤0.01% | 1139 |
|
|
2023
Q3 | $16.4M | Sell |
201,500
-131,400
| -39% | -$11.4M | 0.02% | 684 |
|
|
2023
Q2 | $28.6M | Sell |
332,900
-78,700
| -19% | -$6.73M | 0.03% | 534 |
|
|
2023
Q1 | $35.8M | Sell |
411,600
-260,900
| -39% | -$24.3M | 0.04% | 445 |
|
|
2022
Q4 | $56.8M | Buy |
672,500
+334,000
| +99% | +$28.5M | 0.07% | 313 |
|
|
2022
Q3 | $27M | Buy |
338,500
+319,300
| +1,663% | +$26.9M | 0.04% | 423 |
|
|
2022
Q2 | $1.47M | Buy |
19,200
+14,300
| +292% | +$1.17M | ﹤0.01% | 1739 |
|
|
2022
Q1 | $434K | Sell |
4,900
-138,900
| -97% | -$13.4M | ﹤0.01% | 2524 |
|
|
2021
Q4 | $14.1M | Sell |
143,800
-92,700
| -39% | -$9.23M | 0.01% | 802 |
|
|
2021
Q3 | $23M | Buy |
236,500
+42,300
| +22% | +$4.19M | 0.02% | 574 |
|
|
2021
Q2 | $17.7M | Buy |
194,200
+79,500
| +69% | +$6.82M | 0.02% | 666 |
|
|
2021
Q1 | $8.96M | Buy |
114,700
+23,600
| +26% | +$1.81M | 0.01% | 835 |
|
|
2020
Q4 | $6.2M | Sell |
91,100
-32,100
| -26% | -$1.84M | 0.01% | 940 |
|
|
2020
Q3 | $5.99M | Buy |
123,200
+91,800
| +292% | +$4.62M | 0.01% | 889 |
|
|
2020
Q2 | $1.52M | Buy |
+31,400
| New | +$1.32M | ﹤0.01% | 1272 |
|
|
2020
Q1 | – | Sell |
-221,700
| Closed | -$11.3M | – | 2908 |
|
|
2019
Q4 | $11.3M | Sell |
221,700
-246,700
| -53% | -$11.7M | 0.02% | 772 |
|
|
2019
Q3 | $20M | Buy |
468,400
+229,300
| +96% | +$9.8M | 0.04% | 532 |
|
|
2019
Q2 | $10.5M | Sell |
239,100
-4,600
| -2% | -$205K | 0.02% | 807 |
|
|
2019
Q1 | $10.3M | Sell |
243,700
-478,600
| -66% | -$20.1M | 0.02% | 790 |
|
|
2018
Q4 | $28.6M | Sell |
722,300
-699,400
| -49% | -$30.5M | 0.05% | 373 |
|
|
2018
Q3 | $66.2M | Buy |
1,421,700
+1,140,100
| +405% | +$55.7M | 0.11% | 190 |
|
|
2018
Q2 | $13.3M | Buy |
281,600
+46,000
| +20% | +$2.4M | 0.02% | 676 |
|
|
2018
Q1 | $12.7M | Buy |
+235,600
| New | +$13M | 0.02% | 729 |
|
|
2017
Q4 | – | Sell |
-650,900
| Closed | -$31.4M | – | 2286 |
|
|
2017
Q3 | $31.4M | Sell |
650,900
-11,500
| -2% | -$533K | 0.05% | 384 |
|
|
2017
Q2 | $29.5M | Buy |
662,400
+478,900
| +261% | +$20.7M | 0.05% | 369 |
|
|
2017
Q1 | $7.86M | Sell |
183,500
-627,800
| -77% | -$27.9M | 0.02% | 815 |
|
|
2016
Q4 | $34.3M | Buy |
811,300
+620,000
| +324% | +$23.4M | 0.08% | 288 |
|
|
2016
Q3 | $6.13M | Hold |
191,300
| – | – | 0.02% | 843 |
|
|
2016
Q2 | $4.97M | Sell |
191,300
-8,700
| -4% | -$228K | 0.01% | 914 |
|
|
2016
Q1 | $5M | Buy |
200,000
+78,700
| +65% | +$2.01M | 0.01% | 887 |
|
|
2015
Q4 | $3.86M | Buy |
+121,300
| New | +$4.03M | 0.01% | 1021 |
|
|
2015
Q3 | – | Sell |
-3,084
| Closed | -$120K | – | 2085 |
|
|
2015
Q2 | $120K | Sell |
3,084
-78,216
| -96% | -$2.98M | ﹤0.01% | 1903 |
|
|
2015
Q1 | $2.9M | Sell |
81,300
-203,700
| -71% | -$7.31M | 0.01% | 1081 |
|
|
2014
Q4 | $11.1M | Sell |
285,000
-118,300
| -29% | -$4.21M | 0.02% | 632 |
|
|
2014
Q3 | $13.9M | Buy |
403,300
+253,300
| +169% | +$8.44M | 0.03% | 547 |
|
|
2014
Q2 | $4.85M | Hold |
150,000
| – | – | 0.01% | 859 |
|
|
2014
Q1 | $4.68M | Sell |
150,000
-293,000
| -66% | -$9.05M | 0.01% | 818 |
|
|
2013
Q4 | $13.9M | Buy |
443,000
+41,000
| +10% | +$1.22M | 0.04% | 522 |
|
|
2013
Q3 | $10.8M | Buy |
+402,000
| New | +$10.8M | 0.03% | 578 |
|
Other funds holding MS
VCM
VPM
HSBC Holdings's MS Position: Q1 2026 in Review
HSBC Holdings reduced its Morgan Stanley (MS) stake by 4.1% in Q1 2026, selling an estimated $24.9M and leaving 3,366,470 shares worth $554M. The position accounts for 0.29% of the portfolio, ranked #58.
HSBC Holdings first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $624M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- HSBC Holdings held 3,366,470 shares of Morgan Stanley worth $554M as of Q1 2026.
- HSBC Holdings sold 143,870 Morgan Stanley shares in Q1 2026, an estimated $24.9M.
- Morgan Stanley made up 0.29% of HSBC Holdings's portfolio in Q1 2026, its #58 holding.
- HSBC Holdings first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
- HSBC Holdings's Morgan Stanley position peaked at $624M in Q4 2025.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.