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 Q3	$2.64M	Buy	14,025 +26	+0.2%	+$5.52K	0.4%	43
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Harfst & Associates's MS Position: Q3 2026 in Review

Harfst & Associates increased its Morgan Stanley (MS) stake by 0.19% in Q3 2026, buying an estimated $5.52K and bringing the position to 14,025 shares worth $2.64M. The position accounts for 0.4% of the portfolio, ranked #43.

Harfst & Associates first reported a position in MS in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.93M in Q2 2026. 571 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Harfst & Associates held 14,025 shares of Morgan Stanley worth $2.64M as of Q3 2026.
Harfst & Associates bought 26 Morgan Stanley shares in Q3 2026, an estimated $5.52K.
Morgan Stanley made up 0.4% of Harfst & Associates's portfolio in Q3 2026, its #43 holding.
Harfst & Associates first reported a position in Morgan Stanley in Q1 2025 and has held it in 7 quarters since.
Harfst & Associates's Morgan Stanley position peaked at $2.93M in Q2 2026.
571 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Harfst & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.