Pekin Hardy Strauss’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $259K | Hold |
1,571
| – | – | 0.03% | 395 |
|
|
2025
Q4 | $279K | Sell |
1,571
-117
| -7% | -$19.5K | 0.03% | 371 |
|
|
2025
Q3 | $268K | Buy |
1,688
+53
| +3% | +$7.83K | 0.03% | 345 |
|
|
2025
Q2 | $230K | Buy |
+1,635
| New | +$201K | 0.03% | 328 |
|
|
2025
Q1 | – | Sell |
-1,645
| Closed | -$207K | – | 381 |
|
|
2024
Q4 | $207K | Buy |
+1,645
| New | +$203K | 0.03% | 332 |
|
|
2024
Q3 | – | Sell |
-4,060
| Closed | -$395K | – | 354 |
|
|
2024
Q2 | $395K | Sell |
4,060
-600
| -13% | -$57.1K | 0.05% | 245 |
|
|
2024
Q1 | $439K | Sell |
4,660
-8,475
| -65% | -$746K | 0.06% | 236 |
|
|
2023
Q4 | $1.22M | Sell |
13,135
-550
| -4% | -$44K | 0.17% | 123 |
|
|
2023
Q3 | $1.12M | Buy |
13,685
+650
| +5% | +$56.4K | 0.18% | 125 |
|
|
2023
Q2 | $1.11M | Buy |
13,035
+300
| +2% | +$25.7K | 0.12% | 123 |
|
|
2023
Q1 | $1.12M | Buy |
12,735
+793
| +7% | +$74K | 0.15% | 128 |
|
|
2022
Q4 | $1.02M | Buy |
11,942
+400
| +3% | +$34.1K | 0.14% | 145 |
|
|
2022
Q3 | $912K | Buy |
11,542
+1,000
| +9% | +$84.3K | 0.15% | 145 |
|
|
2022
Q2 | $802K | Sell |
10,542
-428
| -4% | -$35.1K | 0.11% | 169 |
|
|
2022
Q1 | $959K | Buy |
10,970
+1,500
| +16% | +$145K | 0.12% | 167 |
|
|
2021
Q4 | $930K | Buy |
9,470
+930
| +11% | +$92.6K | 0.13% | 173 |
|
|
2021
Q3 | $831K | Buy |
8,540
+1,557
| +22% | +$154K | 0.12% | 180 |
|
|
2021
Q2 | $640K | Buy |
6,983
+200
| +3% | +$17.1K | 0.09% | 198 |
|
|
2021
Q1 | $527K | Buy |
6,783
+815
| +14% | +$62.5K | 0.08% | 195 |
|
|
2020
Q4 | $409K | Buy |
5,968
+1,228
| +26% | +$70.5K | 0.07% | 192 |
|
|
2020
Q3 | $229K | Buy |
4,740
+300
| +7% | +$15.1K | 0.05% | 212 |
|
|
2020
Q2 | $214K | Buy |
+4,440
| New | +$186K | 0.05% | 192 |
|
|
2019
Q1 | – | Sell |
-5,560
| Closed | -$220K | – | 212 |
|
|
2018
Q4 | $220K | Hold |
5,560
| – | – | 0.04% | 173 |
|
|
2018
Q3 | $259K | Sell |
5,560
-1,600
| -22% | -$78.1K | 0.04% | 171 |
|
|
2018
Q2 | $339K | Hold |
7,160
| – | – | 0.06% | 144 |
|
|
2018
Q1 | $386K | Buy |
7,160
+200
| +3% | +$11.1K | 0.07% | 134 |
|
|
2017
Q4 | $365K | Buy |
6,960
+500
| +8% | +$25.3K | 0.07% | 140 |
|
|
2017
Q3 | $311K | Buy |
6,460
+400
| +7% | +$18.6K | 0.06% | 145 |
|
|
2017
Q2 | $270K | Buy |
+6,060
| New | +$261K | 0.04% | 150 |
|
Other funds holding MS
VCM
VPM
Pekin Hardy Strauss's MS Position: Q1 2026 in Review
Pekin Hardy Strauss held its Morgan Stanley (MS) position steady in Q1 2026 at 1,571 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #395.
Pekin Hardy Strauss first reported a position in MS in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.22M in Q4 2023. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Pekin Hardy Strauss held 1,571 shares of Morgan Stanley worth $259K as of Q1 2026.
- Pekin Hardy Strauss left its Morgan Stanley share count unchanged in Q1 2026.
- Morgan Stanley made up 0.03% of Pekin Hardy Strauss's portfolio in Q1 2026, its #395 holding.
- Pekin Hardy Strauss first reported a position in Morgan Stanley in Q2 2017 and has held it in 29 quarters since.
- Pekin Hardy Strauss's Morgan Stanley position peaked at $1.22M in Q4 2023.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.