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S Harris Financial Group’s Morgan Stanley MS Stock Holding History

S Harris Financial Group’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 		$911K Buy
4,356
+35
+0.8% +$6.93K 0.71% 27
2026
Q1 		$711K Sell
4,321
-33
-0.8% -$5.71K 0.65% 28
2025
Q4 		$773K Buy
+4,354
New +$726K 0.74% 27

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

S Harris Financial Group's MS Position: Q2 2026 in Review

S Harris Financial Group increased its Morgan Stanley (MS) stake by 0.81% in Q2 2026, buying an estimated $6.93K and bringing the position to 4,356 shares worth $911K. The position accounts for 0.71% of the portfolio, ranked #27.

S Harris Financial Group first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,718 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • S Harris Financial Group held 4,356 shares of Morgan Stanley worth $911K as of Q2 2026.
  • S Harris Financial Group bought 35 Morgan Stanley shares in Q2 2026, an estimated $6.93K.
  • Morgan Stanley made up 0.71% of S Harris Financial Group's portfolio in Q2 2026, its #27 holding.
  • S Harris Financial Group first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,718 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.