Harvest Portfolios Group’s Morgan Stanley MS Stock Holding History

Harvest Portfolios Group’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 Q1	$25.7M	Sell	156,338 -10,087	-6%	-$1.75M	0.42%	64
2025 Q4	$29.5M	Sell	166,425 -17,477	-10%	-$2.92M	0.51%	51
2025 Q3	$29.2M	Sell	183,902 -20,112	-10%	-$2.97M	0.54%	45
2025 Q2	$28.7M	Buy	204,014 +14,060	+7%	+$1.73M	0.67%	45
2025 Q1	$22.2M	Sell	189,954 -1,769	-0.9%	-$228K	0.65%	46
2024 Q4	$24.1M	Sell	191,723 -48,504	-20%	-$5.97M	0.8%	41
2024 Q3	$25M	Sell	240,227 -8,844	-4%	-$891K	0.83%	37
2024 Q2	$24.2M	Sell	249,071 -25,120	-9%	-$2.39M	0.93%	36
2024 Q1	$25.8M	Sell	274,191 -8,384	-3%	-$738K	1.01%	32
2023 Q4	$26.4M	Buy	282,575 +28,456	+11%	+$2.28M	1.12%	28
2023 Q3	$20.8M	Buy	254,119 +5,309	+2%	+$461K	0.98%	28
2023 Q2	$21.2M	Buy	248,810 +13,598	+6%	+$1.16M	0.97%	31
2023 Q1	$20.7M	Buy	235,212 +523	+0.2%	+$48.8K	1.01%	28
2022 Q4	$20M	Buy	+234,689	New	+$20M	1.15%	29

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harvest Portfolios Group's MS Position: Q1 2026 in Review

Harvest Portfolios Group reduced its Morgan Stanley (MS) stake by 6.1% in Q1 2026, selling an estimated $1.75M and leaving 156,338 shares worth $25.7M. The position accounts for 0.42% of the portfolio, ranked #64.

Harvest Portfolios Group first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.5M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Harvest Portfolios Group held 156,338 shares of Morgan Stanley worth $25.7M as of Q1 2026.
Harvest Portfolios Group sold 10,087 Morgan Stanley shares in Q1 2026, an estimated $1.75M.
Morgan Stanley made up 0.42% of Harvest Portfolios Group's portfolio in Q1 2026, its #64 holding.
Harvest Portfolios Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
Harvest Portfolios Group's Morgan Stanley position peaked at $29.5M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.