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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
2026
Q2 		$3.54M Sell
16,925
-59
-0.3% -$11.7K 1.76% 8
2026
Q1 		$2.79M Sell
16,984
-385
-2% -$66.7K 1.55% 9
2025
Q4 		$3.08M Sell
17,369
-1,625
-9% -$271K 1.75% 9
2025
Q3 		$3.02M Sell
18,994
-335
-2% -$49.5K 1.77% 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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Harvest Investment Advisors's MS Position: Q2 2026 in Review

Harvest Investment Advisors reduced its Morgan Stanley (MS) stake by 0.35% in Q2 2026, selling an estimated $11.7K and leaving 16,925 shares worth $3.54M. The position accounts for 1.76% of the portfolio, ranked #8.

Harvest Investment Advisors first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Harvest Investment Advisors held 16,925 shares of Morgan Stanley worth $3.54M as of Q2 2026.
  • Harvest Investment Advisors sold 59 Morgan Stanley shares in Q2 2026, an estimated $11.7K.
  • Morgan Stanley made up 1.76% of Harvest Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Harvest Investment Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Harvest Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.