Harfst & Associates, Inc.

Position in MS — Morgan Stanley

CIK 1649147 Sheridan, WY

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,926,350

+$634,549 QoQ

Shares Held

13,999

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#940

of 2,722 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Harfst & Associates, Inc. holds $8,971,971 across 3 Capital Markets names. MS ranks #3 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	34,791	$3,028,208
2	SCHW	Schwab Charles Corp	32,702	$3,017,413
3	MS	Morgan Stanley This page	13,999	$2,926,350

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,926,350	13,999	+0.5%	Shares	Sole	2026-07-31
2026-03-31	$2,291,801	13,926	+7.8%	Shares	Sole	2026-05-13
2025-12-31	$2,292,444	12,913	-1.8%	Shares	Sole	2026-02-10
2025-09-30	$2,090,641	13,152	+0.8%	Shares	Sole	2025-10-23
2025-06-30	$1,838,645	13,053	+131.6%	Shares	Sole	2025-08-13
2025-03-31	$657,552	5,636	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.