BHC
MS icon

Bull Harbor Capital’s Morgan Stanley MS Stock Holding History

Bull Harbor Capital’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 		$326K Buy
+1,560
New +$309K 0.06% 398

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

Bull Harbor Capital's MS Position: Q2 2026 in Review

Bull Harbor Capital opened a new position in Morgan Stanley (MS) in Q2 2026: 1,560 shares worth $326K. The stake represents 0.06% of the portfolio and ranks #398 among its holdings.

2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bull Harbor Capital held 1,560 shares of Morgan Stanley worth $326K as of Q2 2026.
  • Morgan Stanley was a new Bull Harbor Capital position in Q2 2026.
  • Morgan Stanley made up 0.06% of Bull Harbor Capital's portfolio in Q2 2026, its #398 holding.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bull Harbor Capital's 13F filing for Q2 2026, filed 10 Aug 2026.