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Everett Harris & Co’s Morgan Stanley MS Stock Holding History

Everett Harris & Co’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 		$430K Hold
2,059
– – 0.01% 226
2026
Q1 		$339K Hold
2,059
– – ﹤0.01% 258
2025
Q4 		$366K Sell
2,059
-75
-4% -$12.5K ﹤0.01% 258
2025
Q3 		$339K Hold
2,134
– – ﹤0.01% 257
2025
Q2 		$301K Hold
2,134
– – ﹤0.01% 270
2025
Q1 		$249K Hold
2,134
– – ﹤0.01% 288
2024
Q4 		$268K Sell
2,134
-97
-4% -$11.9K ﹤0.01% 256
2024
Q3 		$233K Hold
2,231
– – ﹤0.01% 257
2024
Q2 		$217K Buy
+2,231
New +$212K ﹤0.01% 258

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

Everett Harris & Co's MS Position: Q2 2026 in Review

Everett Harris & Co held its Morgan Stanley (MS) position steady in Q2 2026 at 2,059 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #226.

Everett Harris & Co first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Everett Harris & Co held 2,059 shares of Morgan Stanley worth $430K as of Q2 2026.
  • Everett Harris & Co left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #226 holding.
  • Everett Harris & Co first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.