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HTG Investment Advisors’s Morgan Stanley MS Stock Holding History

HTG Investment Advisors’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 		$204K Sell
977
-651
-40% -$129K 0.05% 85
2026
Q1 		$268K Buy
+1,628
New +$282K 0.08% 72

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

HTG Investment Advisors's MS Position: Q2 2026 in Review

HTG Investment Advisors reduced its Morgan Stanley (MS) stake by 40% in Q2 2026, selling an estimated $129K and leaving 977 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #85.

HTG Investment Advisors first reported a position in MS in Q1 2026 and has held it in 2 quarters since. The position peaked at $268K in Q1 2026. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • HTG Investment Advisors held 977 shares of Morgan Stanley worth $204K as of Q2 2026.
  • HTG Investment Advisors sold 651 Morgan Stanley shares in Q2 2026, an estimated $129K.
  • Morgan Stanley made up 0.05% of HTG Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • HTG Investment Advisors first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • HTG Investment Advisors's Morgan Stanley position peaked at $268K in Q1 2026.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.