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Harold Davidson & Associates’s Morgan Stanley MS Stock Holding History

Harold Davidson & 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 		$479K Hold
2,290
– – 0.21% 45
2026
Q1 		$377K Hold
2,290
– – 0.18% 53
2025
Q4 		$407K Hold
2,290
– – 0.18% 55
2025
Q3 		$364K Hold
2,290
– – 0.17% 57
2025
Q2 		$323K Buy
+2,290
New +$281K 0.21% 54

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Harold Davidson & Associates's MS Position: Q2 2026 in Review

Harold Davidson & Associates held its Morgan Stanley (MS) position steady in Q2 2026 at 2,290 shares worth $479K. The position accounts for 0.21% of the portfolio, ranked #45.

Harold Davidson & Associates first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Harold Davidson & Associates held 2,290 shares of Morgan Stanley worth $479K as of Q2 2026.
  • Harold Davidson & Associates left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.21% of Harold Davidson & Associates's portfolio in Q2 2026, its #45 holding.
  • Harold Davidson & Associates first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.