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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

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State Street
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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. 2,745 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.
  • 2,745 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.