Harbor Capital Advisors’s Morgan Stanley MS Stock Holding History

Harbor Capital 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 Q1	$3.47M	Sell	21,093 -4,423	-17%	-$766K	0.28%	76
2025 Q4	$4.53M	Sell	25,516 -37	-0.1%	-$6.17K	0.35%	47
2025 Q3	$4.06M	Buy	25,553 +682	+3%	+$101K	0.32%	58
2025 Q2	$3.5M	Sell	24,871 -232	-0.9%	-$28.5K	0.15%	207
2025 Q1	$2.93M	Sell	25,103 -2,972	-11%	-$383K	0.13%	223
2024 Q4	$3.53M	Buy	28,075 +770	+3%	+$94.8K	0.15%	194
2024 Q3	$2.85M	Buy	27,305 +131	+0.5%	+$13.2K	0.12%	230
2024 Q2	$2.64M	Buy	27,174 +51	+0.2%	+$4.86K	0.2%	142
2024 Q1	$2.55M	Buy	27,123 +6,945	+34%	+$612K	0.33%	52
2023 Q4	$1.88M	Buy	20,178 +16	+0.1%	+$1.28K	0.36%	71
2023 Q3	$1.65M	Hold	20,162	–	–	0.35%	67
2023 Q2	$1.72M	Hold	20,162	–	–	0.34%	67
2023 Q1	$1.77M	Buy	+20,162	New	+$1.88M	0.51%	55

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harbor Capital Advisors's MS Position: Q1 2026 in Review

Harbor Capital Advisors reduced its Morgan Stanley (MS) stake by 17% in Q1 2026, selling an estimated $766K and leaving 21,093 shares worth $3.47M. The position accounts for 0.28% of the portfolio, ranked #76.

Harbor Capital Advisors first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.53M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Harbor Capital Advisors held 21,093 shares of Morgan Stanley worth $3.47M as of Q1 2026.
Harbor Capital Advisors sold 4,423 Morgan Stanley shares in Q1 2026, an estimated $766K.
Morgan Stanley made up 0.28% of Harbor Capital Advisors's portfolio in Q1 2026, its #76 holding.
Harbor Capital Advisors first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
Harbor Capital Advisors's Morgan Stanley position peaked at $4.53M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.