Hohimer Wealth Management, LLC

SEC CIK: 0001802533
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Hohimer Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 1,127
Value: $235.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of MS by Hohimer Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,127	$235.6K	<0.1%	+1,127	New	Holders
Q3 2025	0	$0	0.0%	−32,672−100.0%	Sold out	Holders
Q2 2025	32,672	$4.60M	0.8%	−1,238−3.7%	Reduced	Holders
Q1 2025	33,910	$3.96M	0.8%	+33,910	New	Holders