HVIA
MS icon

Hudson Valley Investment Advisors’s Morgan Stanley MS Stock Holding History

Hudson Valley 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 		$8.3M Sell
39,691
-4,057
-9% -$803K 1.01% 27
2026
Q1 		$7.2M Sell
43,748
-8,640
-16% -$1.5M 0.93% 31
2025
Q4 		$9.3M Sell
52,388
-11,742
-18% -$1.96M 1.03% 26
2025
Q3 		$10.2M Sell
64,130
-2,806
-4% -$414K 1.06% 26
2025
Q2 		$9.43M Sell
66,936
-1,523
-2% -$187K 1.03% 26
2025
Q1 		$7.99M Sell
68,459
-778
-1% -$100K 0.95% 34
2024
Q4 		$8.7M Sell
69,237
-5,723
-8% -$705K 0.99% 32
2024
Q3 		$7.81M Sell
74,960
-699
-0.9% -$70.4K 0.86% 38
2024
Q2 		$7.07M Sell
75,659
-9,830
-11% -$936K 0.92% 38
2024
Q1 		$8.05M Buy
85,489
+20,810
+32% +$1.83M 0.96% 37
2023
Q4 		$6.05M Sell
64,679
-1,251
-2% -$100K 0.83% 41
2023
Q3 		$5.38M Buy
65,930
+1,274
+2% +$111K 0.76% 43
2023
Q2 		$5.52M Buy
64,656
+6,442
+11% +$551K 0.75% 42
2023
Q1 		$5.11M Buy
58,214
+5,720
+11% +$534K 0.71% 41
2022
Q4 		$4.46M Buy
52,494
+1,962
+4% +$167K 0.67% 42
2022
Q3 		$3.99M Buy
50,532
+1,341
+3% +$113K 0.64% 50
2022
Q2 		$3.74M Sell
49,191
-3,109
-6% -$255K 0.58% 51
2022
Q1 		$4.57M Sell
52,300
-1,293
-2% -$125K 0.61% 48
2021
Q4 		$5.26M Buy
53,593
+760
+1% +$75.7K 0.82% 36
2021
Q3 		$5.14M Buy
52,833
+2,930
+6% +$290K 0.88% 36
2021
Q2 		$4.58M Buy
49,903
+850
+2% +$72.9K 0.8% 39
2021
Q1 		$3.81M Sell
49,053
-377
-0.8% -$28.9K 0.68% 48
2020
Q4 		$3.39M Buy
49,430
+7,260
+17% +$417K 0.65% 49
2020
Q3 		$2.04M Buy
42,170
+5,165
+14% +$260K 0.44% 57
2020
Q2 		$1.79M Buy
37,005
+579
+2% +$24.3K 0.42% 63
2020
Q1 		$1.24M Sell
36,426
-5,739
-14% -$270K 0.34% 69
2019
Q4 		$2.15M Buy
42,165
+6,334
+18% +$300K 0.46% 60
2019
Q3 		$1.53M Sell
35,831
-3,180
-8% -$136K 0.35% 68
2019
Q2 		$1.71M Buy
39,011
+926
+2% +$41.3K 0.4% 66
2019
Q1 		$1.61M Sell
38,085
-2,220
-6% -$93.4K 0.39% 70
2018
Q4 		$1.6M Buy
40,305
+2,815
+8% +$123K 0.37% 71
2018
Q3 		$1.75M Buy
37,490
+483
+1% +$23.6K 0.4% 68
2018
Q2 		$1.75M Buy
37,007
+1,863
+5% +$97.3K 0.43% 66
2018
Q1 		$1.9M Buy
35,144
+3,335
+10% +$185K 0.48% 61
2017
Q4 		$1.67M Buy
31,809
+855
+3% +$43.2K 0.41% 68
2017
Q3 		$1.49M Buy
30,954
+432
+1% +$20K 0.39% 71
2017
Q2 		$1.36M Buy
30,522
+160
+0.5% +$6.9K 0.37% 73
2017
Q1 		$1.3M Buy
30,362
+345
+1% +$15.3K 0.36% 73
2016
Q4 		$1.27M Buy
30,017
+7,567
+34% +$286K 0.37% 72
2016
Q3 		$720K Sell
22,450
-240
-1% -$7.16K 0.22% 89
2016
Q2 		$589K Buy
22,690
+1,150
+5% +$30.1K 0.19% 97
2016
Q1 		$539K Buy
21,540
+6,025
+39% +$154K 0.18% 101
2015
Q4 		$494K Buy
15,515
+4,430
+40% +$147K 0.15% 111
2015
Q3 		$349K Buy
+11,085
New +$403K 0.11% 119

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Hudson Valley Investment Advisors's MS Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Morgan Stanley (MS) stake by 9.3% in Q2 2026, selling an estimated $803K and leaving 39,691 shares worth $8.3M. The position accounts for 1.01% of the portfolio, ranked #27.

Hudson Valley Investment Advisors first reported a position in MS in Q3 2015 and has held it in 44 quarters since. The position peaked at $10.2M in Q3 2025. 1,255 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hudson Valley Investment Advisors held 39,691 shares of Morgan Stanley worth $8.3M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 4,057 Morgan Stanley shares in Q2 2026, an estimated $803K.
  • Morgan Stanley made up 1.01% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Hudson Valley Investment Advisors first reported a position in Morgan Stanley in Q3 2015 and has held it in 44 quarters since.
  • Hudson Valley Investment Advisors's Morgan Stanley position peaked at $10.2M in Q3 2025.
  • 1,255 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.