Morgan Stanley shares owned by HB Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 78k | 158.96 |
| 2025-06-30 | $11M | 74k | 140.86 |
| 2025-03-31 | $8.2M | 70k | 116.67 |
| 2024-12-31 | $6.1M | 49k | 125.72 |
| 2024-09-30 | $5.3M | 51k | 104.24 |
| 2024-06-30 | $4.6M | 47k | 97.19 |
| 2024-03-31 | $4.2M | 45k | 94.16 |
| 2023-12-31 | $4.0M | 43k | 93.25 |
| 2023-09-30 | $3.3M | 40k | 81.67 |
| 2023-06-30 | $3.2M | 38k | 85.40 |
| 2023-03-31 | $3.4M | 39k | 87.80 |
| 2022-12-31 | $3.0M | 35k | 85.02 |
| 2022-09-30 | $2.7M | 34k | 79.00 |
| 2022-06-30 | $2.7M | 35k | 76.05 |
| 2022-03-31 | $2.3M | 26k | 87.39 |
| 2021-12-31 | $2.5M | 26k | 98.18 |
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