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HUB Investment Partners’s Morgan Stanley MS Stock Holding History

HUB Investment Partners’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 		$24.2M Sell
147,072
-16,603
-10% -$2.87M 0.58% 32
2025
Q4 		$29.1M Buy
163,675
+1,104
+0.7% +$184K 0.75% 25
2025
Q3 		$25.8M Sell
162,571
-19,748
-11% -$2.92M 0.86% 22
2025
Q2 		$25.7M Buy
182,319
+6,668
+4% +$819K 0.86% 24
2025
Q1 		$20.5M Sell
175,651
-874
-0.5% -$113K 0.81% 27
2024
Q4 		$22.2M Buy
176,525
+3,311
+2% +$408K 0.93% 22
2024
Q3 		$18.1M Sell
173,214
-2,481
-1% -$250K 0.79% 30
2024
Q2 		$17.1M Buy
175,695
+736
+0.4% +$70.1K 0.65% 29
2024
Q1 		$16.5M Buy
174,959
+4,841
+3% +$426K 0.9% 24
2023
Q4 		$15.9M Buy
170,118
+131,071
+336% +$10.5M 1.08% 19
2023
Q3 		$3.19M Buy
39,047
+4,402
+13% +$382K 0.48% 55
2023
Q2 		$2.96M Buy
34,645
+3,188
+10% +$273K 0.49% 54
2023
Q1 		$2.76M Buy
+31,457
New +$2.94M 0.57% 45
2022
Q4 		– Sell
-26,547
Closed -$2.1M – 151
2022
Q3 		$2.1M Buy
26,547
+913
+4% +$77K 0.63% 44
2022
Q2 		$1.95M Buy
25,634
+4,861
+23% +$398K 0.61% 52
2022
Q1 		$1.82M Buy
20,773
+3,613
+21% +$349K 0.43% 62
2021
Q4 		$1.68M Buy
17,160
+620
+4% +$61.8K 0.39% 65
2021
Q3 		$1.61M Buy
+16,540
New +$1.64M 0.38% 77

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

HUB Investment Partners's MS Position: Q1 2026 in Review

HUB Investment Partners reduced its Morgan Stanley (MS) stake by 10% in Q1 2026, selling an estimated $2.87M and leaving 147,072 shares worth $24.2M. The position accounts for 0.58% of the portfolio, ranked #32.

HUB Investment Partners first reported a position in MS in Q3 2021 and has held it in 18 quarters since. The position peaked at $29.1M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • HUB Investment Partners held 147,072 shares of Morgan Stanley worth $24.2M as of Q1 2026.
  • HUB Investment Partners sold 16,603 Morgan Stanley shares in Q1 2026, an estimated $2.87M.
  • Morgan Stanley made up 0.58% of HUB Investment Partners's portfolio in Q1 2026, its #32 holding.
  • HUB Investment Partners first reported a position in Morgan Stanley in Q3 2021 and has held it in 18 quarters since.
  • HUB Investment Partners's Morgan Stanley position peaked at $29.1M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.