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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
2020
Q4 		– Sell
-3,400
Closed -$164K – 225
2020
Q3 		$164K Buy
+3,400
New +$171K 0.04% 200

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

Nicholas Hoffman & Company's MS Position: Q1 2026 in Review

Nicholas Hoffman & Company reduced its Morgan Stanley (MS) stake by 0.29% in Q1 2026, selling an estimated $2.94K and leaving 5,880 shares worth $968K. The position accounts for 0.02% of the portfolio, ranked #161.

Nicholas Hoffman & Company first reported a position in MS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Nicholas Hoffman & Company held 5,880 shares of Morgan Stanley worth $968K as of Q1 2026.
  • Nicholas Hoffman & Company sold 17 Morgan Stanley shares in Q1 2026, an estimated $2.94K.
  • Morgan Stanley made up 0.02% of Nicholas Hoffman & Company's portfolio in Q1 2026, its #161 holding.
  • Nicholas Hoffman & Company first reported a position in Morgan Stanley in Q3 2020 and has held it in 23 quarters since.
  • Nicholas Hoffman & Company's Morgan Stanley position peaked at $1.05M in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2026, filed 29 Apr 2026.