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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
2021
Q4 		– Sell
-18,700
Closed -$1.82M – 233
2021
Q3 		$1.82M Buy
+18,700
New +$1.85M 0.43% 66

Other funds holding MS

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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

HUB Investment Partners's MS Position: Q2 2026 in Review

HUB Investment Partners increased its Morgan Stanley (MS) stake by 4.2% in Q2 2026, buying an estimated $1.23M and bringing the position to 153,261 shares worth $32M. The position accounts for 0.58% of the portfolio, ranked #36.

HUB Investment Partners first reported a position in MS in Q3 2021 and has held it in 19 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • HUB Investment Partners held 153,261 shares of Morgan Stanley worth $32M as of Q2 2026.
  • HUB Investment Partners bought 6,189 Morgan Stanley shares in Q2 2026, an estimated $1.23M.
  • Morgan Stanley made up 0.58% of HUB Investment Partners's portfolio in Q2 2026, its #36 holding.
  • HUB Investment Partners first reported a position in Morgan Stanley in Q3 2021 and has held it in 19 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.