Morgan Stanley’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.5M | Buy |
479,833
+80,216
| +20% | +$2.08M | ﹤0.01% | 3378 |
|
|
2025
Q4 | $9.45M | Buy |
399,617
+51,084
| +15% | +$1.2M | ﹤0.01% | 3663 |
|
|
2025
Q3 | $8.43M | Sell |
348,533
-32,599
| -9% | -$790K | ﹤0.01% | 3687 |
|
|
2025
Q2 | $9.09M | Sell |
381,132
-50,750
| -12% | -$1.17M | ﹤0.01% | 3526 |
|
|
2025
Q1 | $10.5M | Sell |
431,882
-24,039
| -5% | -$586K | ﹤0.01% | 3290 |
|
|
2024
Q4 | $11.2M | Sell |
455,921
-24,969
| -5% | -$606K | ﹤0.01% | 3307 |
|
|
2024
Q3 | $10.5M | Sell |
480,890
-1,398
| -0.3% | -$29.8K | ﹤0.01% | 3397 |
|
|
2024
Q2 | $8.7M | Sell |
482,288
-408
| -0.1% | -$7.32K | ﹤0.01% | 3421 |
|
|
2024
Q1 | $9.36M | Sell |
482,696
-514,340
| -52% | -$9.9M | ﹤0.01% | 3399 |
|
|
2023
Q4 | $21.3M | Buy |
997,036
+586,030
| +143% | +$10.6M | ﹤0.01% | 3277 |
|
|
2023
Q3 | $6.7M | Buy |
411,006
+57,682
| +16% | +$1.01M | ﹤0.01% | 3486 |
|
|
2023
Q2 | $5.71M | Buy |
353,324
+47,186
| +15% | +$821K | ﹤0.01% | 3670 |
|
|
2023
Q1 | $6.55M | Sell |
306,138
-37,533
| -11% | -$1.01M | ﹤0.01% | 3544 |
|
|
2022
Q4 | $10.5M | Buy |
343,671
+45,987
| +15% | +$1.44M | ﹤0.01% | 3034 |
|
|
2022
Q3 | $7.88M | Buy |
297,684
+38,128
| +15% | +$1.01M | ﹤0.01% | 3211 |
|
|
2022
Q2 | $6.53M | Buy |
259,556
+37,739
| +17% | +$942K | ﹤0.01% | 3508 |
|
|
2022
Q1 | $5.56M | Sell |
221,817
-18,411
| -8% | -$470K | ﹤0.01% | 3567 |
|
|
2021
Q4 | $5.87M | Buy |
240,228
+31,411
| +15% | +$775K | ﹤0.01% | 3552 |
|
|
2021
Q3 | $5.33M | Sell |
208,817
-29,149
| -12% | -$708K | ﹤0.01% | 3617 |
|
|
2021
Q2 | $5.95M | Buy |
237,966
+93,519
| +65% | +$2.6M | ﹤0.01% | 3599 |
|
|
2021
Q1 | $4.08M | Sell |
144,447
-109,744
| -43% | -$2.87M | ﹤0.01% | 3620 |
|
|
2020
Q4 | $5.95M | Buy |
254,191
+136,816
| +117% | +$3.07M | ﹤0.01% | 3071 |
|
|
2020
Q3 | $2.16M | Sell |
117,375
-159
| -0.1% | -$3.11K | ﹤0.01% | 3592 |
|
|
2020
Q2 | $2.35M | Buy |
117,534
+10,591
| +10% | +$200K | ﹤0.01% | 3447 |
|
|
2020
Q1 | $2.14M | Sell |
106,943
-91,063
| -46% | -$2.25M | ﹤0.01% | 3309 |
|
|
2019
Q4 | $5.6M | Buy |
198,006
+51,609
| +35% | +$1.42M | ﹤0.01% | 3079 |
|
|
2019
Q3 | $3.95M | Sell |
146,397
-20,475
| -12% | -$565K | ﹤0.01% | 3126 |
|
|
2019
Q2 | $4.93M | Buy |
166,872
+101,972
| +157% | +$3.07M | ﹤0.01% | 2933 |
|
|
2019
Q1 | $1.96M | Sell |
64,900
-32,068
| -33% | -$1M | ﹤0.01% | 3602 |
|
|
2018
Q4 | $2.88M | Buy |
96,968
+15,149
| +19% | +$495K | ﹤0.01% | 3471 |
|
|
2018
Q3 | $2.88M | Sell |
81,819
-20,309
| -20% | -$729K | ﹤0.01% | 3700 |
|
|
2018
Q2 | $3.56M | Sell |
102,128
-73,139
| -42% | -$2.34M | ﹤0.01% | 3547 |
|
|
2018
Q1 | $5.36M | Buy |
175,267
+83,723
| +91% | +$2.58M | ﹤0.01% | 2960 |
|
|
2017
Q4 | $2.82M | Sell |
91,544
-16,051
| -15% | -$494K | ﹤0.01% | 3709 |
|
|
2017
Q3 | $3.17M | Sell |
107,595
-7,204
| -6% | -$194K | ﹤0.01% | 3430 |
|
|
2017
Q2 | $3.04M | Sell |
114,799
-147,040
| -56% | -$3.69M | ﹤0.01% | 3386 |
|
|
2017
Q1 | $6.48M | Sell |
261,839
-80,686
| -24% | -$2.02M | ﹤0.01% | 2602 |
|
|
2016
Q4 | $8.82M | Buy |
342,525
+74,556
| +28% | +$1.59M | ﹤0.01% | 2391 |
|
|
2016
Q3 | $4.81M | Buy |
267,969
+6,547
| +3% | +$117K | ﹤0.01% | 2690 |
|
|
2016
Q2 | $4.6M | Buy |
261,422
+985
| +0.4% | +$17.4K | ﹤0.01% | 2690 |
|
|
2016
Q1 | $4.58M | Buy |
260,437
+98,148
| +60% | +$1.73M | ﹤0.01% | 2614 |
|
|
2015
Q4 | $3.06M | Buy |
162,289
+11,524
| +8% | +$218K | ﹤0.01% | 3124 |
|
|
2015
Q3 | $2.84M | Buy |
150,765
+33,822
| +29% | +$612K | ﹤0.01% | 3167 |
|
|
2015
Q2 | $2.09M | Buy |
116,943
+80,792
| +223% | +$1.4M | ﹤0.01% | 3586 |
|
|
2015
Q1 | $616K | Buy |
36,151
+35,413
| +4,799% | +$579K | ﹤0.01% | 4511 |
|
|
2014
Q4 | $13K | Sell |
738
-539
| -42% | -$9.25K | ﹤0.01% | 6157 |
|
|
2014
Q3 | $21K | Sell |
1,277
-4,834
| -79% | -$78.4K | ﹤0.01% | 5986 |
|
|
2014
Q2 | $98K | Buy |
6,111
+4,014
| +191% | +$65.2K | ﹤0.01% | 5504 |
|
|
2014
Q1 | $35K | Sell |
2,097
-12,626
| -86% | -$221K | ﹤0.01% | 5826 |
|
|
2013
Q4 | $251K | Buy |
+14,723
| New | +$241K | ﹤0.01% | 4910 |
|
Other funds holding HFWA
VCM
BCM
Morgan Stanley's HFWA Position: Q1 2026 in Review
Morgan Stanley increased its Heritage Financial (HFWA) stake by 20% in Q1 2026, buying an estimated $2.08M and bringing the position to 479,833 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3378.
Morgan Stanley first reported a position in HFWA in Q4 2013 and has held it in 50 quarters since. The position peaked at $21.3M in Q4 2023. 184 funds tracked by Wall St. Rank hold HFWA as of Q1 2026.
- Morgan Stanley held 479,833 shares of Heritage Financial worth $12.5M as of Q1 2026.
- Morgan Stanley bought 80,216 Heritage Financial shares in Q1 2026, an estimated $2.08M.
- Heritage Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3378 holding.
- Morgan Stanley first reported a position in Heritage Financial in Q4 2013 and has held it in 50 quarters since.
- Morgan Stanley's Heritage Financial position peaked at $21.3M in Q4 2023.
- 184 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.