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Hurlow Wealth Management Group’s Morgan Stanley MS Stock Holding History

Hurlow Wealth Management Group’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 		$488K Buy
2,333
+4
+0.2% +$792 0.1% 65
2026
Q1 		$383K Buy
2,329
+6
+0.3% +$1.04K 0.09% 71
2025
Q4 		$412K Sell
2,323
-270
-10% -$45K 0.1% 64
2025
Q3 		$412K Hold
2,593
– – 0.11% 68
2025
Q2 		$365K Hold
2,593
– – 0.1% 81
2025
Q1 		$303K Hold
2,593
– – 0.09% 89
2024
Q4 		$326K Sell
2,593
-37
-1% -$4.56K 0.1% 85
2024
Q3 		$274K Hold
2,630
– – 0.09% 98
2024
Q2 		$256K Sell
2,630
-12
-0.5% -$1.14K 0.09% 97
2024
Q1 		$249K Buy
2,642
+15
+0.6% +$1.32K 0.09% 100
2023
Q4 		$245K Sell
2,627
-9
-0.3% -$720 0.09% 96
2023
Q3 		$215K Hold
2,636
– – 0.09% 100
2023
Q2 		$225K Sell
2,636
-3
-0.1% -$257 0.1% 100
2023
Q1 		$232K Buy
2,639
+7
+0.3% +$653 0.11% 95
2022
Q4 		$224K Sell
2,632
-21
-0.8% -$1.79K 0.12% 94
2022
Q3 		$210K Sell
2,653
-72
-3% -$6.07K 0.12% 91
2022
Q2 		$207K Hold
2,725
– – 0.12% 91
2022
Q1 		$238K Buy
+2,725
New +$263K 0.15% 82
2021
Q4 		– Sell
-2,725
Closed -$265K – 93
2021
Q3 		$265K Hold
2,725
– – 0.16% 81
2021
Q2 		$250K Sell
2,725
-99
-4% -$8.49K 0.16% 83
2021
Q1 		$219K Buy
+2,824
New +$216K 0.16% 90

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hurlow Wealth Management Group's MS Position: Q2 2026 in Review

Hurlow Wealth Management Group increased its Morgan Stanley (MS) stake by 0.17% in Q2 2026, buying an estimated $792 and bringing the position to 2,333 shares worth $488K. The position accounts for 0.1% of the portfolio, ranked #65.

Hurlow Wealth Management Group first reported a position in MS in Q1 2021 and has held it in 21 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hurlow Wealth Management Group held 2,333 shares of Morgan Stanley worth $488K as of Q2 2026.
  • Hurlow Wealth Management Group bought 4 Morgan Stanley shares in Q2 2026, an estimated $792.
  • Morgan Stanley made up 0.1% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #65 holding.
  • Hurlow Wealth Management Group first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.