Morgan Stanley’s HeartCore Enterprises HTCR Stock Holding History

Morgan Stanley’s Portfolio HTCR Stock Details HTCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-23	Closed	-$225	–	8250
2025 Q2	$225	Hold	23	–	–	﹤0.01%	7557
2025 Q1	$345	Buy	+23	New	+$635	﹤0.01%	7415
2023 Q1	–	Sell	-1	Closed	-$25	–	7764
2022 Q4	$25	Buy	+1	New	+$22	﹤0.01%	7758

Other funds holding HTCR

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Morgan Stanley's HTCR Position: Q3 2025 in Review

Morgan Stanley sold out of HeartCore Enterprises (HTCR) in Q3 2025, closing a stake of 23 shares — an estimated $225 sold.

Morgan Stanley first reported a position in HTCR in Q4 2022 and held it in 3 quarters. The position peaked at $345 in Q1 2025. 8 funds tracked by Wall St. Rank hold HTCR as of Q3 2025.

Morgan Stanley reported no remaining HeartCore Enterprises position as of Q3 2025 after selling out during the quarter.
Morgan Stanley sold 23 HeartCore Enterprises shares in Q3 2025, an estimated $225.
Morgan Stanley first reported a position in HeartCore Enterprises in Q4 2022 and held it in 3 quarters.
Morgan Stanley's HeartCore Enterprises position peaked at $345 in Q1 2025.
8 funds tracked by Wall St. Rank held HeartCore Enterprises as of Q3 2025.

Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.