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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
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 $62.1B AUM 41.06% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Havemeyer Place's MS Position: Q1 2026 in Review

Havemeyer Place increased its Morgan Stanley (MS) stake by 116% in Q1 2026, buying an estimated $190K and bringing the position to 2,037 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #433.

Havemeyer Place first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Havemeyer Place held 2,037 shares of Morgan Stanley worth $335K as of Q1 2026.
  • Havemeyer Place bought 1,096 Morgan Stanley shares in Q1 2026, an estimated $190K.
  • Morgan Stanley made up 0.04% of Havemeyer Place's portfolio in Q1 2026, its #433 holding.
  • Havemeyer Place first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Havemeyer Place's 13F filing for Q1 2026, filed 13 May 2026.