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Harbor Investment Advisory’s Morgan Stanley MS Stock Holding History

Harbor Investment Advisory’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 		$1.12M Buy
5,351
+606
+13% +$120K 0.08% 187
2026
Q1 		$781K Sell
4,745
-299
-6% -$51.8K 0.06% 228
2025
Q4 		$896K Sell
5,044
-124
-2% -$20.7K 0.07% 207
2025
Q3 		$822K Buy
5,168
+114
+2% +$16.8K 0.07% 211
2025
Q2 		$712K Buy
5,054
+270
+6% +$33.2K 0.06% 215
2025
Q1 		$558K Buy
4,784
+512
+12% +$66K 0.05% 238
2024
Q4 		$537K Buy
4,272
+167
+4% +$20.6K 0.05% 225
2024
Q3 		$428K Sell
4,105
-755
-16% -$76K 0.04% 248
2024
Q2 		$472K Sell
4,860
-173
-3% -$16.5K 0.05% 233
2024
Q1 		$474K Buy
5,033
+931
+23% +$82K 0.05% 234
2023
Q4 		$382K Sell
4,102
-5,823
-59% -$466K 0.04% 243
2023
Q3 		$811K Sell
9,925
-1,684
-15% -$146K 0.11% 156
2023
Q2 		$991K Sell
11,609
-192
-2% -$16.4K 0.14% 134
2023
Q1 		$1.04M Sell
11,801
-17
-0.1% -$1.59K 0.15% 128
2022
Q4 		$1M Sell
11,818
-2,097
-15% -$179K 0.16% 128
2022
Q3 		$1.1M Buy
13,915
+2,140
+18% +$180K 0.18% 106
2022
Q2 		$896K Sell
11,775
-371
-3% -$30.4K 0.14% 129
2022
Q1 		$1.06M Buy
12,146
+3,795
+45% +$366K 0.14% 128
2021
Q4 		$820K Buy
8,351
+198
+2% +$19.7K 0.1% 161
2021
Q3 		$793K Sell
8,153
-322
-4% -$31.9K 0.11% 163
2021
Q2 		$777K Buy
8,475
+2,193
+35% +$188K 0.11% 164
2021
Q1 		$488K Buy
6,282
+681
+12% +$52.2K 0.07% 209
2020
Q4 		$384K Buy
5,601
+344
+7% +$19.7K 0.06% 222
2020
Q3 		$254K Buy
5,257
+1,781
+51% +$89.7K 0.05% 236
2020
Q2 		$168K Buy
3,476
+209
+6% +$8.78K 0.04% 278
2020
Q1 		$111K Buy
3,267
+1,752
+116% +$82.5K 0.03% 298
2019
Q4 		$77K Buy
+1,515
New +$71.7K 0.02% 359

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Harbor Investment Advisory's MS Position: Q2 2026 in Review

Harbor Investment Advisory increased its Morgan Stanley (MS) stake by 13% in Q2 2026, buying an estimated $120K and bringing the position to 5,351 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #187.

Harbor Investment Advisory first reported a position in MS in Q4 2019 and has held it in 27 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Harbor Investment Advisory held 5,351 shares of Morgan Stanley worth $1.12M as of Q2 2026.
  • Harbor Investment Advisory bought 606 Morgan Stanley shares in Q2 2026, an estimated $120K.
  • Morgan Stanley made up 0.08% of Harbor Investment Advisory's portfolio in Q2 2026, its #187 holding.
  • Harbor Investment Advisory first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.