Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,890,975
+$384,502 QoQ
Shares Held
9,046
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,099
of 2,723 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Hartford Funds Management Co LLC holds $4,315,228 across 2 Capital Markets names. MS ranks #2 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,397 | $2,424,253 | |
| 2 | MS |
Morgan Stanley
This page
|
9,046 | $1,890,975 |
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,890,975 | 9,046 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,506,473 | 9,154 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,860,691 | 10,481 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,744,427 | 10,974 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,044,617 | 7,416 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $833,607 | 7,145 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $989,290 | 7,869 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,365,752 | 13,102 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,363,381 | 14,028 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,209,108 | 12,841 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,050,834 | 11,269 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $786,808 | 9,634 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $765,611 | 8,965 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $683,874 | 7,789 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $590,208 | 6,942 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $262,550 | 3,323 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||