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Hunter Associates Investment Management’s Morgan Stanley MS Stock Holding History

Hunter Associates Investment Management’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 		$3.88M Sell
18,530
-1,051
-5% -$208K 0.45% 53
2026
Q1 		$3.22M Buy
19,581
+135
+0.7% +$23.4K 0.43% 51
2025
Q4 		$3.45M Sell
19,446
-182
-0.9% -$30.4K 0.46% 48
2025
Q3 		$3.12M Buy
19,628
+657
+3% +$97K 0.43% 51
2025
Q2 		$2.67M Sell
18,971
-6,504
-26% -$799K 0.4% 58
2025
Q1 		$2.97M Buy
25,475
+531
+2% +$68.4K 0.46% 54
2024
Q4 		$3.13M Sell
24,944
-178
-0.7% -$21.9K 0.48% 48
2024
Q3 		$2.62M Sell
25,122
-280
-1% -$28.2K 0.41% 59
2024
Q2 		$2.47M Sell
25,402
-126
-0.5% -$12K 0.42% 58
2024
Q1 		$2.4M Sell
25,528
-156
-0.6% -$13.7K 0.4% 61
2023
Q4 		$2.4M Sell
25,684
-336
-1% -$26.9K 0.44% 53
2023
Q3 		$2.13M Sell
26,020
-67
-0.3% -$5.82K 0.43% 54
2023
Q2 		$2.23M Sell
26,087
-491
-2% -$42K 0.44% 57
2023
Q1 		$2.34M Sell
26,578
-4,093
-13% -$382K 0.5% 55
2022
Q4 		$2.61M Sell
30,671
-2,537
-8% -$216K 0.63% 43
2022
Q3 		$2.62M Sell
33,208
-609
-2% -$51.3K 0.68% 41
2022
Q2 		$2.57M Sell
33,817
-5,647
-14% -$463K 0.63% 44
2022
Q1 		$3.45M Sell
39,464
-2,459
-6% -$237K 1.11% 20
2021
Q4 		$4.12M Sell
41,923
-300
-0.7% -$29.9K 1.18% 20
2021
Q3 		$4.11M Buy
42,223
+1,808
+4% +$179K 1.32% 20
2021
Q2 		$3.71M Buy
40,415
+2,881
+8% +$247K 1.15% 22
2021
Q1 		$2.92M Buy
+37,534
New +$2.88M 0.67% 41

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 $3.38T AUM 44.17% 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

Hunter Associates Investment Management's MS Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its Morgan Stanley (MS) stake by 5.4% in Q2 2026, selling an estimated $208K and leaving 18,530 shares worth $3.88M. The position accounts for 0.45% of the portfolio, ranked #53.

Hunter Associates Investment Management first reported a position in MS in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.12M in Q4 2021. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hunter Associates Investment Management held 18,530 shares of Morgan Stanley worth $3.88M as of Q2 2026.
  • Hunter Associates Investment Management sold 1,051 Morgan Stanley shares in Q2 2026, an estimated $208K.
  • Morgan Stanley made up 0.45% of Hunter Associates Investment Management's portfolio in Q2 2026, its #53 holding.
  • Hunter Associates Investment Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • Hunter Associates Investment Management's Morgan Stanley position peaked at $4.12M in Q4 2021.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.