Hurlow Wealth Management Group, Inc.

Position in MS — Morgan Stanley

CIK 1747749 BLOOMINGTON, IN

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$487,690

+$104,407 QoQ

Shares Held

2,333

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,805

of 2,723 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Hurlow Wealth Management Group, Inc. holds $487,690 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	2,333	$487,690

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$487,690	2,333	+0.2%	Shares	Sole	2026-08-05
2026-03-31	$383,283	2,329	+0.3%	Shares	Sole	2026-04-22
2025-12-31	$412,402	2,323	-10.4%	Shares	Sole	2026-02-17
2025-09-30	$412,183	2,593	0.0%	Shares	Sole	2025-11-05
2025-06-30	$365,249	2,593	0.0%	Shares	Sole	2025-07-10
2025-03-31	$302,525	2,593	0.0%	Shares	Sole	2025-05-08
2024-12-31	$325,991	2,593	-1.4%	Shares	Sole	2025-02-13
2024-09-30	$274,151	2,630	0.0%	Shares	Sole	2024-10-07
2024-06-30	$255,609	2,630	-0.5%	Shares	Sole	2024-07-12
2024-03-31	$248,770	2,642	+0.6%	Shares	Sole	2024-04-16
2023-12-31	$244,967	2,627	-0.3%	Shares	Sole	2024-01-09
2023-09-30	$215,282	2,636	0.0%	Shares	Sole	2023-10-11
2023-06-30	$225,114	2,636	-0.1%	Shares	Sole	2023-07-12
2023-03-31	$231,704	2,639	+0.3%	Shares	Sole	2023-04-11
2022-12-31	$223,772	2,632	-0.8%	Shares	Sole	2023-01-19
2022-09-30	$209,613	2,653	-2.6%	Shares	Sole	2022-10-13
2022-06-30	$207,263	2,725	0.0%	Shares	Sole	2022-07-11
2022-03-31	$238,165	2,725	0.0%	Shares	Sole	2022-04-13
2021-09-30	$265,169	2,725	0.0%	Shares	Sole	2021-10-08
2021-06-30	$249,855	2,725	-3.5%	Shares	Sole	2021-07-22
2021-03-31	$219,311	2,824	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.