Harbour Investment Management’s Morgan Stanley MS Stock Holding History

Harbour Investment Management’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	$209K	Buy	+1,000	New	+$198K	0.11%	104

Other funds holding MS

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbour Investment Management's MS Position: Q2 2026 in Review

Harbour Investment Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,000 shares worth $209K. The stake represents 0.11% of the portfolio and ranks #104 among its holdings.

863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Harbour Investment Management held 1,000 shares of Morgan Stanley worth $209K as of Q2 2026.
Morgan Stanley was a new Harbour Investment Management position in Q2 2026.
Morgan Stanley made up 0.11% of Harbour Investment Management's portfolio in Q2 2026, its #104 holding.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.