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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PGIM Custom Harvest's MS Position: Q1 2026 in Review

PGIM Custom Harvest reduced its Morgan Stanley (MS) stake by 5.8% in Q1 2026, selling an estimated $16.4K and leaving 1,539 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

PGIM Custom Harvest first reported a position in MS in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.41M in Q3 2021. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • PGIM Custom Harvest held 1,539 shares of Morgan Stanley worth $253K as of Q1 2026.
  • PGIM Custom Harvest sold 95 Morgan Stanley shares in Q1 2026, an estimated $16.4K.
  • Morgan Stanley made up ﹤0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #238 holding.
  • PGIM Custom Harvest first reported a position in Morgan Stanley in Q1 2021 and has held it in 12 quarters since.
  • PGIM Custom Harvest's Morgan Stanley position peaked at $1.41M in Q3 2021.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.