Morgan Stanley shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 30k | 155.30 |
| 2025-06-30 | $4.2M | 30k | 140.86 |
| 2025-03-31 | $3.5M | 30k | 116.67 |
| 2024-12-31 | $3.6M | 29k | 125.72 |
| 2024-09-30 | $2.7M | 26k | 104.24 |
| 2024-06-30 | $2.4M | 25k | 97.19 |
| 2024-03-31 | $2.4M | 25k | 94.16 |
| 2023-12-31 | $2.4M | 26k | 93.25 |
| 2023-09-30 | $1.6M | 20k | 81.67 |
| 2023-06-30 | $2.1M | 24k | 85.40 |
| 2023-03-31 | $2.1M | 24k | 87.80 |
| 2022-12-31 | $2.1M | 24k | 85.02 |
| 2022-09-30 | $2.0M | 25k | 79.00 |
| 2022-06-30 | $1.9M | 26k | 76.07 |
| 2022-03-31 | $2.3M | 27k | 87.39 |
| 2021-12-31 | $2.6M | 27k | 98.15 |
| 2021-09-30 | $2.7M | 27k | 97.30 |
| 2021-06-30 | $2.5M | 27k | 91.68 |
| 2021-03-31 | $1.9M | 24k | 77.66 |
| 2020-12-31 | $1.9M | 28k | 68.53 |
| 2020-09-30 | $1.2M | 25k | 48.37 |
| 2020-06-30 | $1.1M | 24k | 47.71 |
| 2020-03-31 | $839k | 25k | 33.98 |
| 2019-12-31 | $1.3M | 26k | 50.89 |
| 2019-09-30 | $1.1M | 26k | 43.00 |
| 2019-06-30 | $955k | 22k | 43.79 |
| 2019-03-31 | $1.1M | 25k | 43.10 |
| 2018-12-31 | $1.5M | 37k | 39.65 |
| 2018-09-30 | $1.7M | 38k | 44.71 |
| 2018-06-30 | $1.6M | 34k | 47.62 |
| 2018-03-31 | $1.8M | 33k | 53.98 |
| 2017-12-31 | $1.7M | 33k | 52.47 |
| 2017-09-30 | $1.5M | 31k | 48.18 |
| 2017-06-30 | $1.3M | 30k | 44.55 |
| 2017-03-31 | $1.1M | 26k | 42.86 |
| 2016-12-31 | $867k | 21k | 42.26 |