Clear Harbor Asset Management’s Morgan Stanley MS Stock Holding History

Clear Harbor 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 Q1	$763K	Sell	4,637 -848	-15%	-$147K	0.05%	251
2025 Q4	$974K	Sell	5,485 -291	-5%	-$48.5K	0.07%	207
2025 Q3	$918K	Buy	5,776 +200	+4%	+$29.5K	0.06%	207
2025 Q2	$785K	Buy	5,576 +1,705	+44%	+$209K	0.06%	215
2025 Q1	$452K	Buy	3,871 +500	+15%	+$64.4K	0.04%	277
2024 Q4	$424K	Buy	3,371 +626	+23%	+$77.1K	0.03%	258
2024 Q3	$286K	Hold	2,745	–	–	0.02%	302
2024 Q2	$267K	Hold	2,745	–	–	0.02%	301
2024 Q1	$258K	Buy	2,745 +32	+1%	+$2.82K	0.02%	308
2023 Q4	$253K	Sell	2,713 -3,500	-56%	-$280K	0.02%	301
2023 Q3	$507K	Hold	6,213	–	–	0.05%	206
2023 Q2	$531K	Sell	6,213 -105	-2%	-$8.98K	0.05%	207
2023 Q1	$555K	Buy	6,318 +1,177	+23%	+$110K	0.06%	211
2022 Q4	$437K	Hold	5,141	–	–	0.05%	226
2022 Q3	$406K	Sell	5,141 -100	-2%	-$8.43K	0.06%	226
2022 Q2	$399K	Sell	5,241 -15	-0.3%	-$1.23K	0.05%	241
2022 Q1	$459K	Hold	5,256	–	–	0.05%	234
2021 Q4	$516K	Buy	5,256 +300	+6%	+$29.9K	0.06%	237
2021 Q3	$482K	Hold	4,956	–	–	0.01%	235
2021 Q2	$454K	Buy	4,956 +241	+5%	+$20.7K	0.06%	231
2021 Q1	$366K	Buy	4,715 +65	+1%	+$4.98K	0.05%	235
2020 Q4	$319K	Sell	4,650 -250	-5%	-$14.3K	0.05%	217
2020 Q3	$237K	Hold	4,900	–	–	0.04%	227
2020 Q2	$237K	Buy	+4,900	New	+$206K	0.04%	224
2020 Q1	–	Sell	-4,935	Closed	-$252K	–	537
2019 Q4	$252K	Sell	4,935 -500	-9%	-$23.7K	0.04%	236
2019 Q3	$232K	Sell	5,435 -65	-1%	-$2.78K	0.05%	221
2019 Q2	$241K	Hold	5,500	–	–	0.05%	210
2019 Q1	$232K	Sell	5,500 -2,737	-33%	-$115K	0.05%	213
2018 Q4	$327K	Buy	+8,237	New	+$359K	0.08%	172

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clear Harbor Asset Management's MS Position: Q1 2026 in Review

Clear Harbor Asset Management reduced its Morgan Stanley (MS) stake by 15% in Q1 2026, selling an estimated $147K and leaving 4,637 shares worth $763K. The position accounts for 0.05% of the portfolio, ranked #251.

Clear Harbor Asset Management first reported a position in MS in Q4 2018 and has held it in 29 quarters since. The position peaked at $974K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Clear Harbor Asset Management held 4,637 shares of Morgan Stanley worth $763K as of Q1 2026.
Clear Harbor Asset Management sold 848 Morgan Stanley shares in Q1 2026, an estimated $147K.
Morgan Stanley made up 0.05% of Clear Harbor Asset Management's portfolio in Q1 2026, its #251 holding.
Clear Harbor Asset Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 29 quarters since.
Clear Harbor Asset Management's Morgan Stanley position peaked at $974K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.