Montz Harcus Wealth Management’s Morgan Stanley MS Stock Holding History

Montz Harcus Wealth Management’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	$477K	Buy	2,281 +23	+1%	+$4.55K	0.17%	51
2026 Q1	$372K	Buy	2,258 +9	+0.4%	+$1.56K	0.15%	59
2025 Q4	$399K	Buy	2,249 +30	+1%	+$5K	0.16%	55
2025 Q3	$353K	Buy	2,219 +9	+0.4%	+$1.33K	0.15%	58
2025 Q2	$311K	Buy	2,210 +3	+0.1%	+$368	0.15%	58
2025 Q1	$257K	Sell	2,207 -8	-0.4%	-$1.03K	0.14%	62
2024 Q4	$279K	Sell	2,215 -32	-1%	-$3.94K	0.16%	55
2024 Q3	$234K	Buy	2,247 +5	+0.2%	+$504	0.14%	65
2024 Q2	$218K	Buy	2,242 +10	+0.4%	+$952	0.14%	60
2024 Q1	$210K	Buy	+2,232	New	+$197K	0.14%	65

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Montz Harcus Wealth Management's MS Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Morgan Stanley (MS) stake by 1% in Q2 2026, buying an estimated $4.55K and bringing the position to 2,281 shares worth $477K. The position accounts for 0.17% of the portfolio, ranked #51.

Montz Harcus Wealth Management first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 950 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Montz Harcus Wealth Management held 2,281 shares of Morgan Stanley worth $477K as of Q2 2026.
Montz Harcus Wealth Management bought 23 Morgan Stanley shares in Q2 2026, an estimated $4.55K.
Morgan Stanley made up 0.17% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #51 holding.
Montz Harcus Wealth Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
950 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.