FHA
MS icon

Flagship Harbor Advisors’s Morgan Stanley MS Stock Holding History

Flagship Harbor Advisors’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 		$997K Sell
4,772
-3,485
-42% -$690K 0.04% 346
2026
Q1 		$1.36M Buy
8,257
+3,549
+75% +$614K 0.06% 265
2025
Q4 		$836K Sell
4,708
-442
-9% -$73.7K 0.04% 331
2025
Q3 		$819K Buy
5,150
+583
+13% +$86.1K 0.04% 365
2025
Q2 		$643K Buy
4,567
+87
+2% +$10.7K 0.03% 418
2025
Q1 		$523K Buy
4,480
+168
+4% +$21.6K 0.03% 423
2024
Q4 		$542K Sell
4,312
-1,490
-26% -$184K 0.03% 402
2024
Q3 		$605K Buy
5,802
+411
+8% +$41.4K 0.03% 368
2024
Q2 		$524K Buy
+5,391
New +$513K 0.03% 391
2022
Q4 		– Sell
-3,017
Closed -$238K – 624
2022
Q3 		$238K Sell
3,017
-864
-22% -$72.8K 0.03% 509
2022
Q2 		$295K Buy
3,881
+388
+11% +$31.8K 0.03% 460
2022
Q1 		$305K Buy
+3,493
New +$337K 0.03% 478
2020
Q4 		– Sell
-662
Closed -$32K – 1276
2020
Q3 		$32K Sell
662
-988
-60% -$49.8K ﹤0.01% 991
2020
Q2 		$79K Buy
1,650
+791
+92% +$33.2K 0.01% 723
2020
Q1 		$29K Buy
859
+2
+0.2% +$94 0.01% 919
2019
Q4 		$44K Sell
857
-17
-2% -$805 0.01% 858
2019
Q3 		$37K Sell
874
-98
-10% -$4.19K 0.01% 880
2019
Q2 		$42K Buy
972
+1
+0.1% +$45 0.01% 812
2019
Q1 		$40K Buy
971
+195
+25% +$8.21K 0.01% 822
2018
Q4 		$30K Buy
776
+61
+9% +$2.66K 0.01% 875
2018
Q3 		$33K Buy
715
+134
+23% +$6.54K 0.01% 948
2018
Q2 		$27K Buy
+581
New +$30.4K 0.01% 1005

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Flagship Harbor Advisors's MS Position: Q2 2026 in Review

Flagship Harbor Advisors reduced its Morgan Stanley (MS) stake by 42% in Q2 2026, selling an estimated $690K and leaving 4,772 shares worth $997K. The position accounts for 0.04% of the portfolio, ranked #346.

Flagship Harbor Advisors first reported a position in MS in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.36M in Q1 2026. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Flagship Harbor Advisors held 4,772 shares of Morgan Stanley worth $997K as of Q2 2026.
  • Flagship Harbor Advisors sold 3,485 Morgan Stanley shares in Q2 2026, an estimated $690K.
  • Morgan Stanley made up 0.04% of Flagship Harbor Advisors's portfolio in Q2 2026, its #346 holding.
  • Flagship Harbor Advisors first reported a position in Morgan Stanley in Q2 2018 and has held it in 22 quarters since.
  • Flagship Harbor Advisors's Morgan Stanley position peaked at $1.36M in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.