HHGA
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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
2019
Q3 		– Sell
-6,000
Closed -$263K – 92
2019
Q2 		$263K Hold
6,000
– – 0.07% 61
2019
Q1 		$253K Buy
+6,000
New +$252K 0.89% 34
2018
Q4 		– Sell
-6,000
Closed -$8K – 87
2018
Q3 		$8K Buy
+6,000
New +$293K ﹤0.01% 80

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
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. 1,228 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.
  • 1,228 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.