K.J. Harrison & Partners’s Morgan Stanley MS Stock Holding History

K.J. Harrison & Partners’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	$6.7M	Buy	40,731 +13,022	+47%	+$2.25M	1.1%	20
2025 Q4	$4.92M	Hold	27,709	–	–	0.65%	39
2025 Q3	$4.3M	Sell	27,709 -5,200	-16%	-$768K	0.62%	47
2025 Q2	$4.64M	Sell	32,909 -5,991	-15%	-$736K	0.77%	41
2025 Q1	$4.54M	Buy	38,900 +11,000	+39%	+$1.42M	0.89%	30
2024 Q4	$3.48M	Sell	27,900 -1,800	-6%	-$222K	0.55%	52
2024 Q3	$3.51M	Buy	29,700 +250	+0.8%	+$25.2K	0.53%	52
2024 Q2	$2.86M	Sell	29,450 -18,350	-38%	-$1.75M	0.47%	60
2024 Q1	$4.5M	Buy	47,800 +12,803	+37%	+$1.13M	0.7%	40
2023 Q4	$3.26M	Buy	34,997 +2,931	+9%	+$234K	0.55%	55
2023 Q3	$2.62M	Sell	32,066 -6,000	-16%	-$521K	0.59%	58
2023 Q2	$3.24M	Buy	38,066 +8,336	+28%	+$713K	0.59%	57
2023 Q1	$2.46M	Sell	29,730 -13,005	-30%	-$1.21M	0.5%	66
2022 Q4	$4.92M	Sell	42,735 -7,000	-14%	-$597K	0.96%	27
2022 Q3	$4.03M	Buy	49,735 +14,000	+39%	+$1.18M	1.42%	13
2022 Q2	$2.72M	Sell	35,735 -2,120	-6%	-$174K	0.73%	33
2022 Q1	$3.31M	Sell	37,855 -21,875	-37%	-$2.11M	0.53%	58
2021 Q4	$5.87M	Buy	59,730 +14,380	+32%	+$1.43M	0.83%	29
2021 Q3	$4.44M	Sell	45,350 -10,000	-18%	-$991K	0.65%	37
2021 Q2	$5.08K	Buy	55,350 +7,800	+16%	+$669K	0.53%	35
2021 Q1	$3.69M	Sell	47,550 -24,000	-34%	-$1.84M	0.57%	48
2020 Q4	$4.9M	Hold	71,550	–	–	0.8%	26
2020 Q3	$3.46M	Buy	71,550 +7,100	+11%	+$358K	0.72%	40
2020 Q2	$3.11M	Buy	64,450 +38,500	+148%	+$1.62M	0.85%	38
2020 Q1	$882K	Sell	25,950 -13,500	-34%	-$636K	0.49%	58
2019 Q4	$2.02M	Sell	39,450 -8,500	-18%	-$402K	0.51%	71
2019 Q3	$2.05M	Sell	47,950 -2,550	-5%	-$109K	0.57%	59
2019 Q2	$2.21M	Buy	50,500 +9,000	+22%	+$401K	0.7%	50
2019 Q1	$1.75M	Buy	41,500 +1,500	+4%	+$63.1K	0.61%	60
2018 Q4	$1.59M	Buy	40,000 +9,500	+31%	+$415K	0.97%	36
2018 Q3	$1.42M	Sell	30,500 -31,000	-50%	-$1.51M	0.37%	96
2018 Q2	$2.92M	Buy	61,500 +55,000	+846%	+$2.87M	0.84%	43
2018 Q1	$351K	Buy	6,500 +1,000	+18%	+$55.4K	0.11%	136
2017 Q4	$289K	Buy	+5,500	New	+$278K	0.1%	146
2017 Q3	–	Sell	-42,200	Closed	-$1.88M	–	182
2017 Q2	$1.88M	Buy	+42,200	New	+$1.82M	0.74%	45
2016 Q4	–	Sell	-46,037	Closed	-$1.48M	–	224
2016 Q3	$1.48M	Sell	46,037 -80,400	-64%	-$2.4M	0.7%	46
2016 Q2	$3.29M	Buy	+126,437	New	+$3.31M	1.76%	9
2016 Q1	–	Sell	-6,700	Closed	-$213K	–	174
2015 Q4	$213K	Buy	+6,700	New	+$223K	0.09%	143
2015 Q3	–	Sell	-47,700	Closed	-$1.85M	–	168
2015 Q2	$1.85M	Hold	47,700	–	–	0.55%	55
2015 Q1	$1.7M	Sell	47,700 -92,300	-66%	-$3.31M	0.5%	62
2014 Q4	$5.43M	Buy	140,000 +45,000	+47%	+$1.6M	1.57%	23
2014 Q3	$3.28M	Buy	95,000 +45,000	+90%	+$1.5M	0.92%	37
2014 Q2	$1.62M	Hold	50,000	–	–	0.46%	68
2014 Q1	$1.55M	Hold	50,000	–	–	0.46%	70
2013 Q4	$1.67M	Buy	+50,000	New	+$1.49M	0.49%	65

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

K.J. Harrison & Partners's MS Position: Q1 2026 in Review

K.J. Harrison & Partners increased its Morgan Stanley (MS) stake by 47% in Q1 2026, buying an estimated $2.25M and bringing the position to 40,731 shares worth $6.7M. The position accounts for 1.1% of the portfolio, ranked #20.

K.J. Harrison & Partners first reported a position in MS in Q4 2013 and has held it in 45 quarters since. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

K.J. Harrison & Partners held 40,731 shares of Morgan Stanley worth $6.7M as of Q1 2026.
K.J. Harrison & Partners bought 13,022 Morgan Stanley shares in Q1 2026, an estimated $2.25M.
Morgan Stanley made up 1.1% of K.J. Harrison & Partners's portfolio in Q1 2026, its #20 holding.
K.J. Harrison & Partners first reported a position in Morgan Stanley in Q4 2013 and has held it in 45 quarters since.
2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.