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Nicholas Hoffman & Company’s Morgan Stanley MS Stock Holding History

Nicholas Hoffman & Company’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 		$1.35M Buy
6,461
+581
+10% +$115K 0.03% 121
2026
Q1 		$968K Sell
5,880
-17
-0.3% -$2.94K 0.02% 161
2025
Q4 		$1.05M Hold
5,897
– – 0.02% 139
2025
Q3 		$937K Hold
5,897
– – 0.02% 150
2025
Q2 		$831K Buy
5,897
+344
+6% +$42.3K 0.02% 154
2025
Q1 		$648K Sell
5,553
-371
-6% -$47.8K 0.02% 164
2024
Q4 		$745K Hold
5,924
– – 0.03% 144
2024
Q3 		$618K Hold
5,924
– – 0.03% 173
2024
Q2 		$576K Buy
5,924
+2
+0% +$190 0.03% 169
2024
Q1 		$558K Sell
5,922
-816
-12% -$71.9K 0.03% 176
2023
Q4 		$628K Buy
6,738
+603
+10% +$48.2K 0.04% 157
2023
Q3 		$501K Buy
6,135
+2
+0% +$174 0.04% 171
2023
Q2 		$524K Buy
6,133
+1
+0% +$86 0.02% 170
2023
Q1 		$538K Buy
6,132
+196
+3% +$18.3K 0.05% 164
2022
Q4 		$505K Buy
5,936
+12
+0.2% +$1.02K 0.05% 169
2022
Q3 		$468K Buy
5,924
+201
+4% +$16.9K 0.02% 162
2022
Q2 		$435K Buy
5,723
+3
+0.1% +$246 0.02% 169
2022
Q1 		$500K Buy
5,720
+233
+4% +$22.5K 0.02% 167
2021
Q4 		$539K Buy
5,487
+1
+0% +$100 0.02% 161
2021
Q3 		$534K Buy
5,486
+1
+0% +$99 0.09% 153
2021
Q2 		$503K Hold
5,485
– – 0.09% 159
2021
Q1 		$426K Sell
5,485
-360
-6% -$27.6K 0.09% 163
2020
Q4 		$401K Buy
5,845
+2,001
+52% +$115K 0.09% 149
2020
Q3 		$186K Buy
+3,844
New +$194K 0.05% 198

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 $3.37T 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

Nicholas Hoffman & Company's MS Position: Q2 2026 in Review

Nicholas Hoffman & Company increased its Morgan Stanley (MS) stake by 9.9% in Q2 2026, buying an estimated $115K and bringing the position to 6,461 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #121.

Nicholas Hoffman & Company first reported a position in MS in Q3 2020 and has held it in 24 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Nicholas Hoffman & Company held 6,461 shares of Morgan Stanley worth $1.35M as of Q2 2026.
  • Nicholas Hoffman & Company bought 581 Morgan Stanley shares in Q2 2026, an estimated $115K.
  • Morgan Stanley made up 0.03% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #121 holding.
  • Nicholas Hoffman & Company first reported a position in Morgan Stanley in Q3 2020 and has held it in 24 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.