HCR Wealth Advisors

Position in MS — Morgan Stanley

CIK 1697715 LOS ANGELES, CA

Position in MS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$6,446,793

+$1,440,080 QoQ

Shares Held

30,840

+1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#676

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HCR Wealth Advisors holds $10,886,006 across 5 Capital Markets names. MS ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	30,840	$6,446,793
2	GS	Goldman Sachs Group Inc	2,413	$2,440,435
3	SCHW	Schwab Charles Corp	14,040	$1,295,470
4	HOOD	Robinhood Markets, Inc.	3,845	$385,576
5	SF	Stifel Financial Corp	4,554	$317,732

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,446,793	30,840	+1.4%	Shares	Sole	2026-07-13
2026-03-31	$5,006,713	30,423	-0.2%	Shares	Sole	2026-04-21
2025-12-31	$5,413,954	30,496	+0.8%	Shares	Sole	2026-01-27
2025-09-30	$4,808,540	30,250	+1.9%	Shares	Sole	2025-10-03
2025-06-30	$4,180,724	29,680	+0.1%	Shares	Sole	2025-07-17
2025-03-31	$3,457,632	29,636	+3.0%	Shares	Sole	2025-04-21
2024-12-31	$3,618,724	28,784	+11.5%	Shares	Sole	2025-01-14
2024-09-30	$2,690,017	25,806	+2.8%	Shares	Sole	2024-10-10
2024-06-30	$2,439,080	25,096	-1.1%	Shares	Sole	2024-08-07
2024-03-31	$2,388,839	25,370	-0.6%	Shares	Sole	2024-05-10
2023-12-31	$2,380,952	25,533	+26.4%	Shares	Sole	2024-02-09
2023-09-30	$1,649,325	20,195	-17.1%	Shares	Sole	2023-10-20
2023-06-30	$2,080,258	24,359	+0.5%	Shares	Sole	2023-08-10
2023-03-31	$2,127,745	24,234	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$2,061,564	24,248	-3.9%	Shares	Sole	2023-02-13
2022-09-30	$1,994,212	25,240	-1.2%	Shares	Sole	2022-11-07
2022-06-30	$1,942,648	25,541	-3.8%	Shares	Sole	2022-08-12
2022-03-31	$2,320,295	26,548	+0.3%	Shares	Sole	2022-05-05
2021-12-31	$2,597,215	26,459	-3.5%	Shares	Sole	2022-02-04
2021-09-30	$2,668,240	27,420	+2.4%	Shares	Sole	2021-11-02
2021-06-30	$2,456,283	26,789	+12.3%	Shares	Sole	2021-07-21
2021-03-31	$1,853,045	23,861	-14.6%	Shares	Sole	2021-05-13
2020-12-31	$1,914,865	27,942	+9.9%	Shares	Sole	2021-02-04
2020-09-30	$1,229,588	25,431	+7.5%	Shares	Sole	2020-11-05
2020-06-30	$1,143,019	23,665	-4.1%	Shares	Sole	2020-07-30
2020-03-31	$839,392	24,688	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.