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Harfst & Associates’s Morgan Stanley MS Stock Holding History

Harfst & Associates’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 		$2.93M Buy
13,999
+73
+0.5% +$14.5K 0.45% 38
2026
Q1 		$2.29M Buy
13,926
+1,013
+8% +$175K 0.41% 41
2025
Q4 		$2.29M Sell
12,913
-239
-2% -$39.9K 0.41% 39
2025
Q3 		$2.09M Buy
13,152
+99
+0.8% +$14.6K 0.39% 44
2025
Q2 		$1.84M Buy
13,053
+7,417
+132% +$911K 0.38% 46
2025
Q1 		$658K Buy
+5,636
New +$726K 0.15% 79

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 $3.37T AUM 44.26% 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

Harfst & Associates's MS Position: Q2 2026 in Review

Harfst & Associates increased its Morgan Stanley (MS) stake by 0.52% in Q2 2026, buying an estimated $14.5K and bringing the position to 13,999 shares worth $2.93M. The position accounts for 0.45% of the portfolio, ranked #38.

Harfst & Associates first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Harfst & Associates held 13,999 shares of Morgan Stanley worth $2.93M as of Q2 2026.
  • Harfst & Associates bought 73 Morgan Stanley shares in Q2 2026, an estimated $14.5K.
  • Morgan Stanley made up 0.45% of Harfst & Associates's portfolio in Q2 2026, its #38 holding.
  • Harfst & Associates first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.