HFS
MS icon

Hughes Financial Services’s Morgan Stanley MS Stock Holding History

Hughes Financial Services’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 		$28.6K Buy
137
+49
+56% +$9.7K ﹤0.01% 232
2026
Q1 		$14.5K Hold
88
– – ﹤0.01% 284
2025
Q4 		$15.6K Sell
88
-1
-1% -$167 ﹤0.01% 253
2025
Q3 		$14.7K Hold
89
– – ﹤0.01% 257
2025
Q2 		$12.6K Buy
89
+22
+33% +$2.7K ﹤0.01% 278
2025
Q1 		$7.75K Buy
+67
New +$8.63K ﹤0.01% 354

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hughes Financial Services's MS Position: Q2 2026 in Review

Hughes Financial Services increased its Morgan Stanley (MS) stake by 56% in Q2 2026, buying an estimated $9.7K and bringing the position to 137 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Hughes Financial Services first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 764 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hughes Financial Services held 137 shares of Morgan Stanley worth $28.6K as of Q2 2026.
  • Hughes Financial Services bought 49 Morgan Stanley shares in Q2 2026, an estimated $9.7K.
  • Morgan Stanley made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #232 holding.
  • Hughes Financial Services first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 764 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.