Westwood Holdings shares owned by Morgan Stanley
Quarter-by-quarter ownership of Westwood Holdings (WHG) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Westwood Holdings
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Quarterly reported holdings in Westwood Holdings by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $380k | 24k | 15.60 |
| 2024-12-31 | $135k | 9.3k | 14.53 |
| 2024-09-30 | $125k | 8.8k | 14.20 |
| 2024-06-30 | $104k | 8.5k | 12.18 |
| 2024-03-31 | $122k | 9.9k | 12.32 |
| 2023-12-31 | $58k | 4.6k | 12.57 |
| 2023-09-30 | $31k | 3.1k | 10.15 |
| 2023-06-30 | $37k | 3.0k | 12.40 |
| 2022-12-31 | $47k | 4.2k | 11.13 |
| 2022-06-30 | $221k | 16k | 13.70 |
| 2022-03-31 | $0 | 3.6k | 0.00 |
| 2021-06-30 | $356k | 18k | 19.51 |
| 2020-12-31 | $386k | 27k | 14.58 |
| 2020-09-30 | $129k | 12k | 10.90 |
| 2020-06-30 | $71k | 4.5k | 15.94 |
| 2020-03-31 | $181k | 10k | 17.60 |
| 2019-12-31 | $839k | 28k | 29.58 |
| 2019-09-30 | $585k | 21k | 27.74 |
| 2019-03-31 | $805k | 23k | 35.35 |
| 2018-12-31 | $1.2M | 35k | 33.97 |
| 2018-09-30 | $1.3M | 25k | 51.71 |
| 2018-06-30 | $2.0M | 34k | 59.53 |
| 2018-03-31 | $1.9M | 33k | 56.49 |
| 2017-12-31 | $1.5M | 23k | 66.24 |
| 2017-03-31 | $789k | 15k | 53.40 |
| 2016-12-31 | $1.6M | 27k | 59.99 |
| 2016-09-30 | $104k | 2.0k | 52.81 |
| 2016-06-30 | $114k | 2.2k | 51.62 |
| 2016-03-31 | $161k | 2.7k | 58.64 |
| 2015-12-31 | $999k | 19k | 52.20 |
| 2015-09-30 | $321k | 5.9k | 54.45 |
| 2015-06-30 | $150k | 2.5k | 59.43 |
| 2014-12-31 | $2.0M | 33k | 61.74 |
| 2014-09-30 | $861k | 15k | 56.56 |
| 2014-06-30 | $608k | 10k | 60.07 |
| 2014-03-31 | $295k | 4.7k | 62.64 |
| 2013-12-31 | $382k | 6.2k | 62.05 |