Laurie J. Hall Trustee’s Morgan Stanley MS Stock Holding History

Laurie J. Hall Trustee’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 Q3	$2.75M	Hold	14,625	–	–	0.88%	37
2026 Q2	$3.06M	Sell	14,625 -250	-2%	-$49.5K	0.95%	33
2026 Q1	$2.45M	Sell	14,875 -2,125	-13%	-$368K	0.86%	37
2025 Q4	$3.02M	Sell	17,000 -1,000	-6%	-$167K	1%	36
2025 Q3	$2.86M	Hold	18,000	–	–	0.93%	35
2025 Q2	$2.54M	Hold	18,000	–	–	0.84%	37
2025 Q1	$2.1M	Hold	18,000	–	–	0.75%	42
2024 Q4	$2.26M	Hold	18,000	–	–	0.74%	41
2024 Q3	$1.88M	Buy	+18,000	New	+$1.81M	0.59%	51

Other funds holding MS

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Laurie J. Hall Trustee's MS Position: Q3 2026 in Review

Laurie J. Hall Trustee held its Morgan Stanley (MS) position steady in Q3 2026 at 14,625 shares worth $2.75M. The position accounts for 0.88% of the portfolio, ranked #37.

Laurie J. Hall Trustee first reported a position in MS in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.06M in Q2 2026. 123 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Laurie J. Hall Trustee held 14,625 shares of Morgan Stanley worth $2.75M as of Q3 2026.
Laurie J. Hall Trustee left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.88% of Laurie J. Hall Trustee's portfolio in Q3 2026, its #37 holding.
Laurie J. Hall Trustee first reported a position in Morgan Stanley in Q3 2024 and has held it in 9 quarters since.
Laurie J. Hall Trustee's Morgan Stanley position peaked at $3.06M in Q2 2026.
123 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2026, filed 6 Oct 2026.