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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
Q2 		$4.42M Buy
21,138
+45
+0.2% +$8.91K 0.3% 74
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
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Harbor Capital Advisors increased its Morgan Stanley (MS) stake by 0.21% in Q2 2026, buying an estimated $8.91K and bringing the position to 21,138 shares worth $4.42M. The position accounts for 0.3% of the portfolio, ranked #74.

Harbor Capital Advisors first reported a position in MS in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.53M in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Harbor Capital Advisors held 21,138 shares of Morgan Stanley worth $4.42M as of Q2 2026.
  • Harbor Capital Advisors bought 45 Morgan Stanley shares in Q2 2026, an estimated $8.91K.
  • Morgan Stanley made up 0.3% of Harbor Capital Advisors's portfolio in Q2 2026, its #74 holding.
  • Harbor Capital Advisors first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • Harbor Capital Advisors's Morgan Stanley position peaked at $4.53M in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.