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Harel Insurance Investments & Financial Services’s Morgan Stanley MS Stock Holding History

Harel Insurance Investments & Financial Services’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 		$256M Buy
1,225,291
+1,224,380
+134,400% +$242M 1.24% 26
2026
Q1 		$150K Buy
911
+600
+193% +$104K ﹤0.01% 331
2025
Q4 		$55K Hold
311
– – ﹤0.01% 336
2025
Q3 		$49K Sell
311
-1,800
-85% -$266K ﹤0.01% 377
2025
Q2 		$297K Sell
2,111
-70
-3% -$8.6K ﹤0.01% 256
2025
Q1 		$254K Buy
2,181
+1,870
+601% +$241K ﹤0.01% 255
2024
Q4 		$39K Hold
311
– – ﹤0.01% 330
2024
Q3 		$32K Hold
311
– – ﹤0.01% 387
2024
Q2 		$30K Hold
311
– – ﹤0.01% 415
2024
Q1 		$29K Hold
311
– – ﹤0.01% 419
2023
Q4 		$29K Hold
311
– – ﹤0.01% 477
2023
Q3 		$25K Hold
311
– – ﹤0.01% 532
2023
Q2 		$27K Hold
311
– – ﹤0.01% 546
2023
Q1 		$27K Hold
311
– – ﹤0.01% 567
2022
Q4 		$26K Sell
311
-243,000
-100% -$20.7M ﹤0.01% 554
2022
Q3 		$19.2M Hold
243,311
– – 0.47% 48
2022
Q2 		$18.5M Sell
243,311
-979,600
-80% -$80.2M 0.39% 54
2022
Q1 		$107M Sell
1,222,911
-1,200
-0.1% -$116K 1.75% 18
2021
Q4 		$120M Sell
1,224,111
-618,660
-34% -$61.6M 2.27% 14
2021
Q3 		$179M Sell
1,842,771
-20,434
-1% -$2.02M 4.67% 3
2021
Q2 		$175M Sell
1,863,205
-309,853
-14% -$26.6M 3.86% 3
2021
Q1 		$171M Buy
2,173,058
+831,988
+62% +$63.8M 3.23% 5
2020
Q4 		$95.3M Buy
1,341,070
+867,504
+183% +$49.8M 2.26% 10
2020
Q3 		$22.9M Buy
+473,566
New +$23.9M 0.78% 37
2020
Q1 		– Sell
-3,093
Closed -$158K – 500
2019
Q4 		$158K Buy
+3,093
New +$146K 0.01% 224
2019
Q3 		– Sell
-452,722
Closed -$19.8M – 540
2019
Q2 		$19.8M Sell
452,722
-65,940
-13% -$2.94M 1.06% 26
2019
Q1 		$21.9M Sell
518,662
-72,055
-12% -$3.03M 1.28% 23
2018
Q4 		$23.4M Buy
590,717
+4,000
+0.7% +$175K 1.44% 19
2018
Q3 		$27.3M Hold
586,717
– – 1.35% 22
2018
Q2 		$27.8M Buy
586,717
+5,000
+0.9% +$261K 1.47% 24
2018
Q1 		$31.4M Buy
581,717
+91,350
+19% +$5.06M 1.77% 18
2017
Q4 		$25.7M Buy
490,367
+3,000
+0.6% +$152K 1.61% 18
2017
Q3 		$23.5M Buy
487,367
+129
+0% +$5.98K 1.93% 16
2017
Q2 		$21.7M Sell
487,238
-689
-0.1% -$29.7K 1.75% 19
2017
Q1 		$20.9M Buy
487,927
+12,060
+3% +$535K 1.83% 16
2016
Q4 		$15.3M Hold
475,867
– – 2.16% 14
2016
Q3 		$15.3M Sell
475,867
-1,850
-0.4% -$55.2K 2.06% 15
2016
Q2 		$12.4M Sell
477,717
-103,543
-18% -$2.71M 1.49% 22
2016
Q1 		$14.5M Hold
581,260
– – 1.74% 19
2015
Q4 		$18.5M Buy
+581,260
New +$19.3M 2.14% 17

Other funds holding MS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Harel Insurance Investments & Financial Services's MS Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Morgan Stanley (MS) stake by 134,400% in Q2 2026, buying an estimated $242M and bringing the position to 1,225,291 shares worth $256M. The position accounts for 1.24% of the portfolio, ranked #26.

Harel Insurance Investments & Financial Services first reported a position in MS in Q4 2015 and has held it in 40 quarters since. 1,305 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 1,225,291 shares of Morgan Stanley worth $256M as of Q2 2026.
  • Harel Insurance Investments & Financial Services bought 1,224,380 Morgan Stanley shares in Q2 2026, an estimated $242M.
  • Morgan Stanley made up 1.24% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #26 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Morgan Stanley in Q4 2015 and has held it in 40 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.