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Harbour Investments’s Morgan Stanley MS Stock Holding History

Harbour Investments’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 		$1.11M Buy
6,742
+2,215
+49% +$383K 0.02% 721
2025
Q4 		$804K Buy
4,527
+500
+12% +$83.4K 0.02% 674
2025
Q3 		$640K Buy
4,027
+885
+28% +$131K 0.01% 724
2025
Q2 		$443K Buy
3,142
+105
+3% +$12.9K 0.01% 819
2025
Q1 		$354K Buy
3,037
+354
+13% +$45.6K 0.01% 855
2024
Q4 		$337K Buy
2,683
+38
+1% +$4.68K 0.01% 834
2024
Q3 		$276K Sell
2,645
-103
-4% -$10.4K 0.01% 886
2024
Q2 		$267K Buy
2,748
+45
+2% +$4.28K 0.01% 836
2024
Q1 		$255K Buy
2,703
+341
+14% +$30K 0.01% 826
2023
Q4 		$220K Buy
2,362
+225
+11% +$18K 0.01% 827
2023
Q3 		$175K Sell
2,137
-53
-2% -$4.6K 0.01% 835
2023
Q2 		$187K Sell
2,190
-45
-2% -$3.85K 0.01% 821
2023
Q1 		$196K Sell
2,235
-508
-19% -$47.4K 0.01% 782
2022
Q4 		$233K Buy
2,743
+354
+15% +$30.2K 0.01% 687
2022
Q3 		$182K Hold
2,389
– – 0.01% 719
2022
Q2 		$182K Buy
+2,389
New +$196K 0.01% 719
2021
Q4 		$292K Sell
2,975
-9,936
-77% -$990K 0.02% 583
2021
Q3 		$1.26M Buy
12,911
+4,716
+58% +$467K 0.04% 388
2021
Q2 		$751K Buy
8,195
+1,017
+14% +$87.2K 0.02% 524
2021
Q1 		$557K Buy
+7,178
New +$550K 0.02% 575

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harbour Investments's MS Position: Q1 2026 in Review

Harbour Investments increased its Morgan Stanley (MS) stake by 49% in Q1 2026, buying an estimated $383K and bringing the position to 6,742 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #721.

Harbour Investments first reported a position in MS in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.26M in Q3 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Harbour Investments held 6,742 shares of Morgan Stanley worth $1.11M as of Q1 2026.
  • Harbour Investments bought 2,215 Morgan Stanley shares in Q1 2026, an estimated $383K.
  • Morgan Stanley made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #721 holding.
  • Harbour Investments first reported a position in Morgan Stanley in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Morgan Stanley position peaked at $1.26M in Q3 2021.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.