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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
Q2 		$22M Sell
105,346
-3,575
-3% -$708K 0.19% 82
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Haverford Trust Company's MS Position: Q2 2026 in Review

Haverford Trust Company reduced its Morgan Stanley (MS) stake by 3.3% in Q2 2026, selling an estimated $708K and leaving 105,346 shares worth $22M. The position accounts for 0.19% of the portfolio, ranked #82.

Haverford Trust Company first reported a position in MS in Q3 2013 and has held it in 22 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Haverford Trust Company held 105,346 shares of Morgan Stanley worth $22M as of Q2 2026.
  • Haverford Trust Company sold 3,575 Morgan Stanley shares in Q2 2026, an estimated $708K.
  • Morgan Stanley made up 0.19% of Haverford Trust Company's portfolio in Q2 2026, its #82 holding.
  • Haverford Trust Company first reported a position in Morgan Stanley in Q3 2013 and has held it in 22 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.