Hoxton Planning & Management, LLC
- SEC CIK
- 0001954782
- Latest filing
- Jul 16, 2026
MS holding history
Morgan Stanley in every 13F filed by Hoxton Planning & Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MS overviewAll 13F holders of MSFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,556
- Value
- $325.3K
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,556 | $325.3K | 0.1% | −70−4.3% | Reduced | Holders |
| Q1 2026 | 1,626 | $267.6K | 0.1% | +7+0.4% | Added | Holders |
| Q4 2025 | 1,619 | $287.4K | 0.1% | −30−1.8% | Reduced | Holders |
| Q3 2025 | 1,649 | $262.1K | 0.1% | −70−4.1% | Reduced | Holders |
| Q2 2025 | 1,719 | $242.1K | 0.1% | −20−1.2% | Reduced | Holders |
| Q1 2025 | 1,739 | $202.9K | 0.1% | −238−12.0% | Reduced | Holders |
| Q4 2024 | 1,977 | $248.5K | 0.1% | −5−0.3% | Reduced | Holders |
| Q3 2024 | 1,982 | $206.6K | 0.1% | +1,982 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −2,449−100.0% | Sold out | Holders |
| Q1 2023 | 2,449 | $215.0K | 0.1% | −28−1.1% | Reduced | Holders |
| Q4 2022 | 2,477 | $210.6K | 0.1% | – | No prior filing | Holders |