WILLNER & HELLER, LLC
- SEC CIK
- 0001927796
MS holding history
MORGAN STANLEY
Every 13F filing in which WILLNER & HELLER, LLC reported holding MS, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
MS overviewAll 13F holders of MSFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 4,479 | $936.19K | 0.59% | +24+0.5% | Added |
| Q1 2026 | 4,455 | $733.24K | 0.55% | −25−0.6% | Reduced |
| Q4 2025 | 4,480 | $795.33K | 0.57% | −147−3.2% | Reduced |
| Q3 2025 | 4,627 | $735.54K | 0.56% | −38−0.8% | Reduced |
| Q2 2025 | 4,665 | $657.16K | 0.55% | +32+0.7% | Added |
| Q1 2025 | 4,633 | $540.49K | 0.50% | +31+0.7% | Added |
| Q4 2024 | 4,602 | $578.56K | 0.51% | −185−3.9% | Reduced |
| Q3 2024 | 4,787 | $498.96K | 0.44% | +44+0.9% | Added |
| Q2 2024 | 4,743 | $460.97K | 0.44% | −374−7.3% | Reduced |
| Q1 2024 | 5,117 | $481.84K | 0.48% | +108+2.2% | Added |
| Q4 2023 | 5,009 | $467.08K | 0.52% | +5,009 | New |
| Q4 2022 | 4,126 | $350.79K | 0.50% | +208+5.3% | Added |
| Q3 2022 | 3,918 | $310K | 0.50% | +33+0.8% | Added |
| Q2 2022 | 3,885 | $295K | 0.46% | +59+1.5% | Added |
| Q1 2022 | 3,826 | $376K | 0.46% | +27+0.7% | Added |
| Q4 2021 | 3,799 | $370K | 0.49% | +3,799 | New |