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Harrell Investment Partners’s Morgan Stanley MS Stock Holding History

Harrell Investment Partners’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 		$1.5M Buy
7,163
+240
+3% +$47.5K 0.32% 64
2026
Q1 		$1.14M Buy
6,923
+5,473
+377% +$948K 0.27% 67
2025
Q4 		$257K Sell
1,450
-67
-4% -$11.2K 0.06% 116
2025
Q3 		$241K Buy
1,517
+37
+3% +$5.46K 0.06% 115
2025
Q2 		$208K Buy
+1,480
New +$182K 0.05% 122

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Harrell Investment Partners's MS Position: Q2 2026 in Review

Harrell Investment Partners increased its Morgan Stanley (MS) stake by 3.5% in Q2 2026, buying an estimated $47.5K and bringing the position to 7,163 shares worth $1.5M. The position accounts for 0.32% of the portfolio, ranked #64.

Harrell Investment Partners first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Harrell Investment Partners held 7,163 shares of Morgan Stanley worth $1.5M as of Q2 2026.
  • Harrell Investment Partners bought 240 Morgan Stanley shares in Q2 2026, an estimated $47.5K.
  • Morgan Stanley made up 0.32% of Harrell Investment Partners's portfolio in Q2 2026, its #64 holding.
  • Harrell Investment Partners first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.