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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
Q2 		$30.2M Sell
144,324
-12,014
-8% -$2.38M 0.43% 64
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
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Portfolios Group's MS Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Morgan Stanley (MS) stake by 7.7% in Q2 2026, selling an estimated $2.38M and leaving 144,324 shares worth $30.2M. The position accounts for 0.43% of the portfolio, ranked #64.

Harvest Portfolios Group first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Harvest Portfolios Group held 144,324 shares of Morgan Stanley worth $30.2M as of Q2 2026.
  • Harvest Portfolios Group sold 12,014 Morgan Stanley shares in Q2 2026, an estimated $2.38M.
  • Morgan Stanley made up 0.43% of Harvest Portfolios Group's portfolio in Q2 2026, its #64 holding.
  • Harvest Portfolios Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.