Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,538,002
+$742,946 QoQ
Shares Held
16,925
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#863
of 2,722 holders
Holding Since
Dec 2022
15 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 Jun 30, 2026Harvest Investment Advisors, LLC holds $6,560,986 across 2 Capital Markets names. MS ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
16,925 | $3,538,002 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,989 | $3,022,984 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,538,002 | 16,925 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,795,056 | 16,984 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $3,083,518 | 17,369 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,019,286 | 18,994 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $2,722,682 | 19,329 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,284,865 | 19,584 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,458,957 | 19,559 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,082,819 | 19,981 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,924,945 | 19,806 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,876,514 | 19,929 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,771,283 | 18,995 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,543,808 | 18,903 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $1,622,087 | 18,994 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $1,674,258 | 19,069 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $1,617,845 | 19,029 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||