Morgan Stanley shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $143k | 807 | 177.53 |
| 2025-09-30 | $128k | 807 | 158.96 |
| 2025-06-30 | $111k | 787 | 140.86 |
| 2025-03-31 | $113k | 966 | 116.67 |
| 2024-12-31 | $99k | 787 | 125.72 |
| 2024-09-30 | $77k | 741 | 104.24 |
| 2024-06-30 | $72k | 741 | 97.19 |
| 2024-03-31 | $70k | 741 | 94.16 |
| 2023-09-30 | $63k | 767 | 81.67 |
| 2023-06-30 | $63k | 741 | 85.40 |
| 2023-03-31 | $65k | 741 | 87.80 |
| 2022-12-31 | $58k | 680 | 85.02 |
| 2022-09-30 | $54k | 680 | 79.41 |
| 2022-06-30 | $52k | 680 | 76.47 |
| 2022-03-31 | $59k | 680 | 86.76 |
| 2021-12-31 | $67k | 680 | 98.53 |
| 2021-09-30 | $66k | 680 | 97.06 |
| 2021-06-30 | $62k | 680 | 91.18 |
| 2021-03-31 | $53k | 680 | 77.94 |
| 2020-12-31 | $47k | 680 | 69.12 |
| 2020-09-30 | $37k | 757 | 48.88 |
| 2020-06-30 | $37k | 757 | 48.88 |
| 2020-03-31 | $26k | 757 | 34.35 |