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 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%	+$9.55K	0.1%	84
2013 Q2	$264K	Buy	+10,813	New	+$256K	0.1%	92

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Halbert Hargrove Global Advisors's MS Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Morgan Stanley (MS) stake by 1.7% in Q2 2026, buying an estimated $2.38K and bringing the position to 711 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #124.

Halbert Hargrove Global Advisors first reported a position in MS in Q2 2013 and has held it in 26 quarters since. The position peaked at $472K in Q1 2018. 1,205 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Halbert Hargrove Global Advisors held 711 shares of Morgan Stanley worth $149K as of Q2 2026.
Halbert Hargrove Global Advisors bought 12 Morgan Stanley shares in Q2 2026, an estimated $2.38K.
Morgan Stanley made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #124 holding.
Halbert Hargrove Global Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 26 quarters since.
Halbert Hargrove Global Advisors's Morgan Stanley position peaked at $472K in Q1 2018.
1,205 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.