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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hurlow Wealth Management Group's MS Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its Morgan Stanley (MS) stake by 0.26% in Q1 2026, buying an estimated $1.04K and bringing the position to 2,329 shares worth $383K. The position accounts for 0.09% of the portfolio, ranked #71.

Hurlow Wealth Management Group first reported a position in MS in Q1 2021 and has held it in 20 quarters since. The position peaked at $412K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Hurlow Wealth Management Group held 2,329 shares of Morgan Stanley worth $383K as of Q1 2026.
Hurlow Wealth Management Group bought 6 Morgan Stanley shares in Q1 2026, an estimated $1.04K.
Morgan Stanley made up 0.09% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #71 holding.
Hurlow Wealth Management Group first reported a position in Morgan Stanley in Q1 2021 and has held it in 20 quarters since.
Hurlow Wealth Management Group's Morgan Stanley position peaked at $412K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.