Position in MS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$744,679
-$69,651 QoQ
Shares Held
4,525
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Harvest Fund Management Co., Ltd holds $13,588,758 across 13 Capital Markets names. MS ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FUTU |
Futu Holdings Ltd
|
55,563 | $7,598,795 | |
| 2 | TIGR |
UP Fintech Holding Ltd
|
300,000 | $1,890,000 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,773 | $1,499,940 | |
| 4 | MS |
Morgan Stanley
This page
|
4,525 | $744,679 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
10,186 | $683,175 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
8,406 | $369,695 | |
| 7 | SCHW |
Schwab Charles Corp
|
3,576 | $336,072 | |
| 8 | XP |
XP Inc.
|
17,138 | $326,307 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $744,679 | 4,525 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $814,330 | 4,587 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $248,772 | 1,565 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $220,445 | 1,565 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $319,442 | 2,738 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $870,736 | 6,926 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $219,529 | 2,106 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $33,709 | 358 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $150,926 | 1,848 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $157,819 | 1,848 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $260,766 | 2,970 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $252,509 | 2,970 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $233,948 | 2,961 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $184,141 | 2,421 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $329,672 | 3,772 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $370,259 | 3,772 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $310,029 | 3,186 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $292,124 | 3,186 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $247,424 | 3,186 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $210,112 | 3,066 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $107,772 | 2,229 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $62,790 | 1,300 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $44,200 | 1,300 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||