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Harvest Investment Advisors’s Morgan Stanley MS Stock Holding History

Harvest Investment Advisors’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
2025
Q4 		$3.08M Buy
+17,369
New +$2.9M 1.75% 9
2025
Q2 		$2.72M Sell
19,329
-255
-1% -$31.3K 1.75% 9
2025
Q1 		$2.28M Buy
19,584
+25
+0.1% +$3.22K 1.65% 12
2024
Q4 		$2.46M Sell
19,559
-422
-2% -$52K 1.7% 12
2024
Q3 		$2.08M Buy
19,981
+175
+0.9% +$17.6K 1.42% 15
2024
Q2 		$1.92M Sell
19,806
-123
-0.6% -$11.7K 1.42% 17
2024
Q1 		$1.88M Buy
19,929
+934
+5% +$82.3K 1.4% 18
2023
Q4 		$1.77M Buy
18,995
+92
+0.5% +$7.36K 1.42% 18
2023
Q3 		$1.54M Sell
18,903
-91
-0.5% -$7.9K 1.38% 16
2023
Q2 		$1.62M Sell
18,994
-75
-0.4% -$6.41K 1.39% 14
2023
Q1 		$1.67M Buy
19,069
+40
+0.2% +$3.73K 1.49% 12
2022
Q4 		$1.62M Buy
+19,029
New +$1.62M 1.52% 15

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harvest Investment Advisors's MS Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Morgan Stanley (MS) in Q4 2025: 17,369 shares worth $3.08M. The stake represents 1.75% of the portfolio and ranks #9 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in MS as recently as Q2 2025.

Harvest Investment Advisors first reported a position in MS in Q4 2022 and has held it in 12 quarters since. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Harvest Investment Advisors held 17,369 shares of Morgan Stanley worth $3.08M as of Q4 2025.
  • Morgan Stanley was a new Harvest Investment Advisors position in Q4 2025.
  • Morgan Stanley made up 1.75% of Harvest Investment Advisors's portfolio in Q4 2025, its #9 holding.
  • Harvest Investment Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 12 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.