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Hemington Wealth Management’s Morgan Stanley MS Stock Holding History

Hemington Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$388K Buy
2,442
+147
+6% +$21.7K 0.05% 92
2025
Q2 		$323K Buy
2,295
+75
+3% +$9.21K 0.05% 98
2025
Q1 		$259K Buy
2,220
+78
+4% +$10.1K 0.04% 108
2024
Q4 		$269K Buy
2,142
+100
+5% +$12.3K 0.07% 105
2024
Q3 		$237K Sell
2,042
-51
-2% -$5.14K 0.06% 108
2024
Q2 		$203K Buy
+2,093
New +$199K 0.07% 112
2024
Q1 		– Sell
-2,177
Closed -$203K – 117
2023
Q4 		$203K Buy
+2,177
New +$174K 0.08% 103
2023
Q3 		– Sell
-2,450
Closed -$209K – 99
2023
Q2 		$209K Sell
2,450
-92
-4% -$7.87K 0.08% 98
2023
Q1 		$223K Sell
2,542
-56
-2% -$5.23K 0.09% 95
2022
Q4 		$220K Buy
+2,598
New +$221K 0.09% 92
2022
Q2 		– Sell
-2,504
Closed -$219K – 108
2022
Q1 		$219K Buy
+2,504
New +$242K 0.07% 104
2021
Q4 		– Sell
-2,676
Closed -$260K – 94
2021
Q3 		$260K Buy
2,676
+37
+1% +$3.67K 0.1% 85
2021
Q2 		$242K Sell
2,639
-43
-2% -$3.69K 0.1% 82
2021
Q1 		$208K Buy
+2,682
New +$206K 0.09% 86

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hemington Wealth Management's MS Position: Q3 2025 in Review

Hemington Wealth Management increased its Morgan Stanley (MS) stake by 6.4% in Q3 2025, buying an estimated $21.7K and bringing the position to 2,442 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #92.

Hemington Wealth Management first reported a position in MS in Q1 2021 and has held it in 14 quarters since. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Hemington Wealth Management held 2,442 shares of Morgan Stanley worth $388K as of Q3 2025.
  • Hemington Wealth Management bought 147 Morgan Stanley shares in Q3 2025, an estimated $21.7K.
  • Morgan Stanley made up 0.05% of Hemington Wealth Management's portfolio in Q3 2025, its #92 holding.
  • Hemington Wealth Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 14 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.