HP
MS icon

Havemeyer Place’s Morgan Stanley MS Stock Holding History

Havemeyer Place’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 		$503K Buy
2,406
+369
+18% +$73.1K 0.05% 392
2026
Q1 		$335K Buy
2,037
+1,096
+116% +$190K 0.04% 433
2025
Q4 		$167K Buy
+941
New +$157K 0.03% 441

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

Havemeyer Place's MS Position: Q2 2026 in Review

Havemeyer Place increased its Morgan Stanley (MS) stake by 18% in Q2 2026, buying an estimated $73.1K and bringing the position to 2,406 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #392.

Havemeyer Place first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Havemeyer Place held 2,406 shares of Morgan Stanley worth $503K as of Q2 2026.
  • Havemeyer Place bought 369 Morgan Stanley shares in Q2 2026, an estimated $73.1K.
  • Morgan Stanley made up 0.05% of Havemeyer Place's portfolio in Q2 2026, its #392 holding.
  • Havemeyer Place first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.