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PGIM Custom Harvest’s Morgan Stanley MS Stock Holding History

PGIM Custom Harvest’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 		$351K Buy
1,677
+138
+9% +$27.3K ﹤0.01% 232
2026
Q1 		$253K Sell
1,539
-95
-6% -$16.4K ﹤0.01% 238
2025
Q4 		$290K Buy
1,634
+212
+15% +$35.4K ﹤0.01% 221
2025
Q3 		$226K Buy
+1,422
New +$210K ﹤0.01% 245
2025
Q1 		– Sell
-4,428
Closed -$557K – 252
2024
Q4 		$557K Buy
4,428
+125
+3% +$15.4K 0.01% 156
2024
Q3 		$449K Buy
4,303
+9
+0.2% +$906 0.01% 166
2024
Q2 		$417K Sell
4,294
-551
-11% -$52.5K 0.01% 156
2024
Q1 		$456K Buy
+4,845
New +$427K 0.01% 141
2023
Q2 		– Sell
-15,055
Closed -$1.32M – 193
2023
Q1 		$1.32M Sell
15,055
-31
-0.2% -$2.89K 0.05% 87
2022
Q4 		$1.28M Buy
+15,086
New +$1.29M 0.06% 85
2021
Q3 		$1.41M Buy
14,472
+298
+2% +$29.5K 0.21% 80
2021
Q2 		$1.3M Buy
14,174
+356
+3% +$30.5K 0.24% 73
2021
Q1 		$1.07M Buy
+13,818
New +$1.06M 0.26% 70

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

PGIM Custom Harvest's MS Position: Q2 2026 in Review

PGIM Custom Harvest increased its Morgan Stanley (MS) stake by 9% in Q2 2026, buying an estimated $27.3K and bringing the position to 1,677 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

PGIM Custom Harvest first reported a position in MS in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.41M in Q3 2021. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • PGIM Custom Harvest held 1,677 shares of Morgan Stanley worth $351K as of Q2 2026.
  • PGIM Custom Harvest bought 138 Morgan Stanley shares in Q2 2026, an estimated $27.3K.
  • Morgan Stanley made up ﹤0.01% of PGIM Custom Harvest's portfolio in Q2 2026, its #232 holding.
  • PGIM Custom Harvest first reported a position in Morgan Stanley in Q1 2021 and has held it in 13 quarters since.
  • PGIM Custom Harvest's Morgan Stanley position peaked at $1.41M in Q3 2021.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.