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Haverford Trust Company’s Morgan Stanley MS Stock Holding History

Haverford Trust Company’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 		$17.9M Buy
108,921
+593
+0.5% +$103K 0.16% 86
2025
Q4 		$19.2M Buy
108,328
+1,631
+2% +$272K 0.17% 83
2025
Q3 		$17M Buy
106,697
+4,073
+4% +$601K 0.15% 87
2025
Q2 		$14.5M Buy
102,624
+3,963
+4% +$487K 0.14% 92
2025
Q1 		$11.5M Buy
98,661
+69,357
+237% +$8.94M 0.12% 94
2024
Q4 		$3.68M Sell
29,304
-676
-2% -$83.3K 0.04% 137
2024
Q3 		$3.13M Buy
29,980
+174
+0.6% +$17.5K 0.03% 150
2024
Q2 		$2.9M Buy
29,806
+11,991
+67% +$1.14M 0.03% 152
2024
Q1 		$1.68M Buy
17,815
+7,251
+69% +$639K 0.02% 183
2023
Q4 		$985K Buy
10,564
+40
+0.4% +$3.2K 0.01% 208
2023
Q3 		$859K Sell
10,524
-1,581
-13% -$137K 0.01% 214
2023
Q2 		$1.03M Buy
12,105
+791
+7% +$67.6K 0.01% 200
2023
Q1 		$993K Buy
11,314
+2,261
+25% +$211K 0.01% 199
2022
Q4 		$770K Buy
9,053
+1,368
+18% +$117K 0.01% 208
2022
Q3 		$607K Buy
7,685
+3,621
+89% +$305K 0.01% 232
2022
Q2 		$309K Buy
+4,064
New +$333K ﹤0.01% 290
2022
Q1 		– Sell
-4,399
Closed -$432K – 366
2021
Q4 		$432K Sell
4,399
-297
-6% -$29.6K ﹤0.01% 274
2021
Q3 		$457K Buy
4,696
+2,301
+96% +$228K 0.01% 257
2021
Q2 		$220K Buy
+2,395
New +$205K ﹤0.01% 338
2014
Q1 		– Sell
-12,730
Closed -$400K – 240
2013
Q4 		$400K Sell
12,730
-400
-3% -$11.9K 0.01% 197
2013
Q3 		$354K Buy
+13,130
New +$352K 0.01% 151

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

Haverford Trust Company's MS Position: Q1 2026 in Review

Haverford Trust Company increased its Morgan Stanley (MS) stake by 0.55% in Q1 2026, buying an estimated $103K and bringing the position to 108,921 shares worth $17.9M. The position accounts for 0.16% of the portfolio, ranked #86.

Haverford Trust Company first reported a position in MS in Q3 2013 and has held it in 21 quarters since. The position peaked at $19.2M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Haverford Trust Company held 108,921 shares of Morgan Stanley worth $17.9M as of Q1 2026.
  • Haverford Trust Company bought 593 Morgan Stanley shares in Q1 2026, an estimated $103K.
  • Morgan Stanley made up 0.16% of Haverford Trust Company's portfolio in Q1 2026, its #86 holding.
  • Haverford Trust Company first reported a position in Morgan Stanley in Q3 2013 and has held it in 21 quarters since.
  • Haverford Trust Company's Morgan Stanley position peaked at $19.2M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.