Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Morgan Stanley MS Stock Holding History

Halbert Hargrove Global 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
Q3 		$131K Sell
699
-12
-2% -$2.55K 0.01% 127
2026
Q2 		$149K Buy
711
+12
+2% +$2.38K 0.01% 124
2026
Q1 		$115K Hold
699
– – 0.01% 131
2025
Q4 		$124K Sell
699
-60
-8% -$10K 0.01% 124
2025
Q3 		$121K Buy
759
+688
+969% +$102K 0.01% 128
2025
Q2 		$10K Sell
71
-24
-25% -$2.95K ﹤0.01% 233
2025
Q1 		$11.1K Buy
95
+24
+34% +$3.09K ﹤0.01% 235
2024
Q4 		$8.93K Buy
+71
New +$8.74K ﹤0.01% 235
2023
Q2 		– Sell
-2,737
Closed -$240K – 143
2023
Q1 		$240K Sell
2,737
-359
-12% -$33.5K 0.02% 140
2022
Q4 		$263K Sell
3,096
-194
-6% -$16.5K 0.02% 122
2022
Q3 		$260K Sell
3,290
-18
-0.5% -$1.52K 0.02% 122
2022
Q2 		$251K Buy
3,308
+1
+0% +$82 0.02% 129
2022
Q1 		$289K Sell
3,307
-6
-0.2% -$579 0.02% 120
2021
Q4 		$325K Buy
3,313
+51
+2% +$5.08K 0.02% 108
2021
Q3 		$317K Sell
3,262
-15
-0.5% -$1.49K 0.02% 96
2021
Q2 		$300K Sell
3,277
-18
-0.5% -$1.54K 0.02% 112
2021
Q1 		$256K Buy
3,295
+19
+0.6% +$1.46K 0.02% 107
2020
Q4 		$224K Buy
+3,276
New +$188K 0.02% 106
2019
Q3 		– Sell
-8,736
Closed -$383K – 91
2019
Q2 		$383K Buy
+8,736
New +$390K 0.1% 42
2019
Q1 		– Sell
-8,622
Closed -$363K – 66
2018
Q4 		$342K Buy
8,622
+14
+0.2% +$611 0.08% 48
2018
Q3 		$401K Sell
8,608
-111
-1% -$5.42K 0.1% 36
2018
Q2 		$413K Sell
8,719
-33
-0.4% -$1.72K 0.11% 35
2018
Q1 		$472K Buy
+8,752
New +$484K 0.13% 29
2014
Q3 		– Sell
-6,555
Closed -$212K – 158
2014
Q2 		$212K Buy
+6,555
New +$202K 0.06% 115
2014
Q1 		– Sell
-7,138
Closed -$224K – 133
2013
Q4 		$224K Sell
7,138
-4,031
-36% -$120K 0.07% 115
2013
Q3 		$301K Buy
11,169
+356
+3% +$9.6K 0.1% 84
2013
Q2 		$264K Buy
+10,813
New +$256K 0.1% 92

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Halbert Hargrove Global Advisors's MS Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Morgan Stanley (MS) stake by 1.7% in Q3 2026, selling an estimated $2.55K and leaving 699 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #127.

Halbert Hargrove Global Advisors first reported a position in MS in Q2 2013 and has held it in 27 quarters since. The position peaked at $472K in Q1 2018. 2,175 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Halbert Hargrove Global Advisors held 699 shares of Morgan Stanley worth $131K as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 12 Morgan Stanley shares in Q3 2026, an estimated $2.55K.
  • Morgan Stanley made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #127 holding.
  • Halbert Hargrove Global Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 27 quarters since.
  • Halbert Hargrove Global Advisors's Morgan Stanley position peaked at $472K in Q1 2018.
  • 2,175 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.