Harold Davidson & Associates
MS icon

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
Q3 		$434K Buy
2,308
+18
+0.8% +$3.82K 0.18% 50
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Harold Davidson & Associates's MS Position: Q3 2026 in Review

Harold Davidson & Associates increased its Morgan Stanley (MS) stake by 0.79% in Q3 2026, buying an estimated $3.82K and bringing the position to 2,308 shares worth $434K. The position accounts for 0.18% of the portfolio, ranked #50.

Harold Davidson & Associates first reported a position in MS in Q2 2025 and has held it in 6 quarters since. The position peaked at $479K in Q2 2026. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Harold Davidson & Associates held 2,308 shares of Morgan Stanley worth $434K as of Q3 2026.
  • Harold Davidson & Associates bought 18 Morgan Stanley shares in Q3 2026, an estimated $3.82K.
  • Morgan Stanley made up 0.18% of Harold Davidson & Associates's portfolio in Q3 2026, its #50 holding.
  • Harold Davidson & Associates first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
  • Harold Davidson & Associates's Morgan Stanley position peaked at $479K in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.