MS MORGAN STANLEY COM

Ownership history in ABNER HERRMAN & BROCK LLC  ·  80 quarters on record

AI Ownership Summary

ABNER HERRMAN & BROCK LLC reported MORGAN STANLEY COM (MS) in 80 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.6% in 2024 Q4. The latest visible filing shows MS at 2.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ABNER HERRMAN & BROCK LLC's position in MORGAN STANLEY COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MS was reported at 2.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.6% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ABNER HERRMAN & BROCK LLC held MS — position size vs. price
% of Fund (quarterly)    MS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 158,151 -5,358 -3.3% 2.87% $28.1M 2026-02-14 (Est.) $171.15
2025 Q3 ADDED 163,509 +83 +0.1% 2.68% $26.0M 2025-10-14 $153.55
2025 Q2 REDUCED 163,426 -56,659 -25.7% 2.57% $23.0M 2025-07-07 $141.11
2025 Q1 REDUCED 220,085 -10,161 -4.4% 3.28% $25.7M 2025-04-08 $97.69
2024 Q4 REDUCED 230,246 -887 -0.4% 3.60% $28.9M 2025-01-24 $133.33
2024 Q3 REDUCED 231,133 -32 -0.0% 2.91% $24.1M 2024-10-08 $103.17
2024 Q2 ADDED 231,165 +6,946 +3.1% 2.85% $22.5M 2024-07-18 $99.70
2024 Q1 ADDED 224,219 +43,115 +23.8% 2.64% $21.1M 2024-04-09 $88.68
2023 Q4 REDUCED 181,104 -14,631 -7.5% 2.37% $16.9M 2024-01-09 $85.93
2023 Q3 ADDED 195,735 +823 +0.4% 2.45% $16.0M 2023-10-10 $73.89
70 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ABNER HERRMAN & BROCK LLC and MS

These are the practical questions this page is built to answer before you even open the full history table.

How long has ABNER HERRMAN & BROCK LLC reported owning MS?

ABNER HERRMAN & BROCK LLC reported MS across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MS position in ABNER HERRMAN & BROCK LLC's portfolio?

The largest reported portfolio weight for MS was 3.60% in 2024 Q4.

What is the latest reported MS position on this page?

The most recent filing on this page is 2025 Q4, when ABNER HERRMAN & BROCK LLC reported 158,151 shares, equal to 2.87% of portfolio, with an estimated market value of $28.1M.

What does the chart on this MS ownership page compare?

The chart compares ABNER HERRMAN & BROCK LLC's quarterly MS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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