HWA
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HHM Wealth Advisors’s Morgan Stanley MS Stock Holding History

HHM Wealth Advisors’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
2026
Q2 		$245K Buy
1,173
+103
+10% +$20.4K 0.02% 187
2026
Q1 		$176K Buy
1,070
+263
+33% +$45.5K 0.02% 208
2025
Q4 		$143K Hold
807
– – 0.02% 227
2025
Q3 		$128K Buy
807
+20
+3% +$2.95K 0.01% 251
2025
Q2 		$111K Sell
787
-179
-19% -$22K 0.01% 263
2025
Q1 		$113K Buy
966
+179
+23% +$23.1K 0.02% 254
2024
Q4 		$98.9K Buy
787
+46
+6% +$5.67K 0.01% 264
2024
Q3 		$77.2K Hold
741
– – 0.01% 279
2024
Q2 		$72K Hold
741
– – 0.01% 288
2024
Q1 		$69.8K Hold
741
– – 0.01% 257
2023
Q4 		$69.1K Sell
741
-26
-3% -$2.08K 0.01% 249
2023
Q3 		$62.6K Buy
767
+26
+4% +$2.26K 0.01% 248
2023
Q2 		$63.3K Hold
741
– – 0.01% 257
2023
Q1 		$65.1K Buy
741
+61
+9% +$5.69K 0.01% 246
2022
Q4 		$57.8K Hold
680
– – 0.01% 226
2022
Q3 		$54K Hold
680
– – 0.01% 223
2022
Q2 		$52K Hold
680
– – 0.01% 275
2022
Q1 		$59K Hold
680
– – 0.01% 284
2021
Q4 		$67K Hold
680
– – 0.02% 270
2021
Q3 		$66K Hold
680
– – 0.02% 263
2021
Q2 		$62K Hold
680
– – 0.02% 267
2021
Q1 		$53K Hold
680
– – 0.02% 261
2020
Q4 		$47K Sell
680
-77
-10% -$4.42K 0.02% 265
2020
Q3 		$37K Hold
757
– – 0.01% 253
2020
Q2 		$37K Hold
757
– – 0.02% 251
2020
Q1 		$26K Buy
+757
New +$35.7K 0.01% 273

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HHM Wealth Advisors's MS Position: Q2 2026 in Review

HHM Wealth Advisors increased its Morgan Stanley (MS) stake by 9.6% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,173 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #187.

HHM Wealth Advisors first reported a position in MS in Q1 2020 and has held it in 26 quarters since. 873 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • HHM Wealth Advisors held 1,173 shares of Morgan Stanley worth $245K as of Q2 2026.
  • HHM Wealth Advisors bought 103 Morgan Stanley shares in Q2 2026, an estimated $20.4K.
  • Morgan Stanley made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • HHM Wealth Advisors first reported a position in Morgan Stanley in Q1 2020 and has held it in 26 quarters since.
  • 873 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.