VHAM
MS icon

Van Hulzen Asset Management’s Morgan Stanley MS Stock Holding History

Van Hulzen Asset 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 		$380K Sell
1,818
-108
-6% -$21.4K 0.03% 283
2026
Q1 		$317K Sell
1,926
-2,342
-55% -$405K 0.02% 289
2025
Q4 		$758K Buy
4,268
+180
+4% +$30K 0.06% 185
2025
Q3 		$650K Buy
4,088
+91
+2% +$13.4K 0.05% 198
2025
Q2 		$563K Buy
3,997
+656
+20% +$80.6K 0.05% 209
2025
Q1 		$390K Sell
3,341
-109
-3% -$14K 0.04% 227
2024
Q4 		$434K Buy
3,450
+14
+0.4% +$1.72K 0.03% 232
2024
Q3 		$358K Sell
3,436
-42,093
-92% -$4.24M 0.03% 246
2024
Q2 		$4.42M Sell
45,529
-7,242
-14% -$689K 0.3% 67
2024
Q1 		$4.97M Buy
+52,771
New +$4.65M 0.33% 67
2021
Q1 		– Sell
-7,508
Closed -$515K – 297
2020
Q4 		$515K Sell
7,508
-69
-0.9% -$3.96K 0.08% 137
2020
Q3 		$366K Buy
7,577
+1
+0% +$50 0.06% 171
2020
Q2 		$366K Buy
+7,576
New +$318K 0.06% 167

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

Van Hulzen Asset Management's MS Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Morgan Stanley (MS) stake by 5.6% in Q2 2026, selling an estimated $21.4K and leaving 1,818 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #283.

Van Hulzen Asset Management first reported a position in MS in Q2 2020 and has held it in 13 quarters since. The position peaked at $4.97M in Q1 2024. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Van Hulzen Asset Management held 1,818 shares of Morgan Stanley worth $380K as of Q2 2026.
  • Van Hulzen Asset Management sold 108 Morgan Stanley shares in Q2 2026, an estimated $21.4K.
  • Morgan Stanley made up 0.03% of Van Hulzen Asset Management's portfolio in Q2 2026, its #283 holding.
  • Van Hulzen Asset Management first reported a position in Morgan Stanley in Q2 2020 and has held it in 13 quarters since.
  • Van Hulzen Asset Management's Morgan Stanley position peaked at $4.97M in Q1 2024.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.