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 | $30.9M | Sell |
188,200
-40,000
| -18% | -$6.93M | 0.02% | 635 |
|
|
2025
Q4 | $40.6M | Buy |
228,200
+189,500
| +490% | +$31.6M | 0.02% | 545 |
|
|
2025
Q3 | $6.1M | Hold |
38,700
| – | – | ﹤0.01% | 1110 |
|
|
2025
Q2 | $5.42M | Sell |
38,700
-60,900
| -61% | -$7.48M | ﹤0.01% | 1125 |
|
|
2025
Q1 | $11.5M | Buy |
99,600
+3,900
| +4% | +$503K | 0.01% | 855 |
|
|
2024
Q4 | $12.1M | Hold |
95,700
| – | – | 0.01% | 874 |
|
|
2024
Q3 | $9.94M | Hold |
95,700
| – | – | 0.01% | 926 |
|
|
2024
Q2 | $9.24M | Sell |
95,700
-46,500
| -33% | -$4.43M | 0.01% | 891 |
|
|
2024
Q1 | $13.4M | Buy |
142,200
+7,700
| +6% | +$678K | 0.01% | 796 |
|
|
2023
Q4 | $12.6M | Sell |
134,500
-411,300
| -75% | -$32.9M | 0.01% | 811 |
|
|
2023
Q3 | $44.4M | Buy |
+545,800
| New | +$47.4M | 0.05% | 399 |
|
|
2023
Q1 | – | Sell |
-27,100
| Closed | -$2.29M | – | 2911 |
|
|
2022
Q4 | $2.29M | Sell |
27,100
-300,000
| -92% | -$25.6M | ﹤0.01% | 1632 |
|
|
2022
Q3 | $26.1M | Buy |
+327,100
| New | +$27.6M | 0.04% | 437 |
|
|
2021
Q3 | – | Sell |
-84,500
| Closed | -$7.72M | – | 3098 |
|
|
2021
Q2 | $7.72M | Sell |
84,500
-61,700
| -42% | -$5.29M | 0.01% | 945 |
|
|
2021
Q1 | $11.4M | Buy |
146,200
+74,500
| +104% | +$5.71M | 0.01% | 764 |
|
|
2020
Q4 | $4.88M | Buy |
+71,700
| New | +$4.11M | 0.01% | 1028 |
|
|
2020
Q1 | – | Sell |
-380,200
| Closed | -$19.4M | – | 2909 |
|
|
2019
Q4 | $19.4M | Sell |
380,200
-759,300
| -67% | -$35.9M | 0.03% | 531 |
|
|
2019
Q3 | $48.6M | Buy |
1,139,500
+442,600
| +64% | +$18.9M | 0.09% | 232 |
|
|
2019
Q2 | $30.5M | Sell |
696,900
-169,900
| -20% | -$7.58M | 0.06% | 350 |
|
|
2019
Q1 | $36.6M | Sell |
866,800
-726,700
| -46% | -$30.6M | 0.07% | 295 |
|
|
2018
Q4 | $63.2M | Sell |
1,593,500
-883,300
| -36% | -$38.5M | 0.12% | 173 |
|
|
2018
Q3 | $115M | Buy |
2,476,800
+1,678,600
| +210% | +$82M | 0.19% | 102 |
|
|
2018
Q2 | $37.8M | Buy |
798,200
+278,300
| +54% | +$14.5M | 0.07% | 286 |
|
|
2018
Q1 | $28.1M | Buy |
+519,900
| New | +$28.8M | 0.04% | 421 |
|
|
2017
Q4 | – | Sell |
-1,549,500
| Closed | -$74.6M | – | 2287 |
|
|
2017
Q3 | $74.6M | Sell |
1,549,500
-119,600
| -7% | -$5.55M | 0.12% | 145 |
|
|
2017
Q2 | $74.4M | Buy |
1,669,100
+260,300
| +18% | +$11.2M | 0.14% | 136 |
|
|
2017
Q1 | $60.4M | Buy |
1,408,800
+228,700
| +19% | +$10.1M | 0.13% | 146 |
|
|
2016
Q4 | $49.9M | Buy |
1,180,100
+274,600
| +30% | +$10.4M | 0.12% | 190 |
|
|
2016
Q3 | $29M | Buy |
905,500
+169,900
| +23% | +$5.07M | 0.07% | 313 |
|
|
2016
Q2 | $19.1M | Buy |
735,600
+369,700
| +101% | +$9.67M | 0.05% | 435 |
|
|
2016
Q1 | $9.15M | Sell |
365,900
-104,500
| -22% | -$2.67M | 0.03% | 686 |
|
|
2015
Q4 | $15M | Buy |
470,400
+389,100
| +479% | +$12.9M | 0.04% | 547 |
|
|
2015
Q3 | $2.56M | Buy |
+81,300
| New | +$2.96M | 0.01% | 1003 |
|
|
2015
Q2 | – | Sell |
-358,000
| Closed | -$12.8M | – | 2213 |
|
|
2015
Q1 | $12.8M | Sell |
358,000
-558,700
| -61% | -$20M | 0.02% | 587 |
|
|
2014
Q4 | $35.6M | Sell |
916,700
-70,000
| -7% | -$2.49M | 0.07% | 284 |
|
|
2014
Q3 | $34.1M | Buy |
986,700
+183,000
| +23% | +$6.1M | 0.07% | 273 |
|
|
2014
Q2 | $26M | Sell |
803,700
-130,100
| -14% | -$4.01M | 0.06% | 345 |
|
|
2014
Q1 | $29.1M | Buy |
933,800
+96,246
| +11% | +$2.97M | 0.07% | 289 |
|
|
2013
Q4 | $26.3M | Buy |
837,554
+640,654
| +325% | +$19M | 0.07% | 326 |
|
|
2013
Q3 | $5.31M | Buy |
+196,900
| New | +$5.28M | 0.01% | 830 |
|
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.