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Hurley Capital’s Morgan Stanley MS Stock Holding History

Hurley Capital’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 		$3.4M Sell
20,672
-106
-0.5% -$18.4K 1.82% 11
2025
Q4 		$3.69M Buy
20,778
+91
+0.4% +$15.2K 2.06% 12
2025
Q3 		$3.29M Buy
20,687
+15
+0.1% +$2.21K 1.85% 12
2025
Q2 		$2.91M Hold
20,672
– – 2.04% 11
2025
Q1 		$2.41M Sell
20,672
-2,784
-12% -$359K 1.83% 14
2024
Q4 		$2.96M Buy
+23,456
New +$2.89M 2.38% 12

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

Hurley Capital's MS Position: Q1 2026 in Review

Hurley Capital reduced its Morgan Stanley (MS) stake by 0.51% in Q1 2026, selling an estimated $18.4K and leaving 20,672 shares worth $3.4M. The position accounts for 1.82% of the portfolio, ranked #11.

Hurley Capital first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.69M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Hurley Capital held 20,672 shares of Morgan Stanley worth $3.4M as of Q1 2026.
  • Hurley Capital sold 106 Morgan Stanley shares in Q1 2026, an estimated $18.4K.
  • Morgan Stanley made up 1.82% of Hurley Capital's portfolio in Q1 2026, its #11 holding.
  • Hurley Capital first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Hurley Capital's Morgan Stanley position peaked at $3.69M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Hurley Capital's 13F filing for Q1 2026, filed 6 May 2026.