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WHGWHG
9 quarters

Position history for MORGAN STANLEYMORGAN STANLEY's holdings in WESTWOOD HLDGS GROUP INC

MORGAN STANLEY holds 21,574 shares of WHG (WESTWOOD HLDGS GROUP INC), worth $413,382 as of 2026-Q2. The position was increased (+36.4% shares).

Current Value

$413,382

Current Shares

21,574

Total Value Change

+$309,849

Total Shares Change

+13,074

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21,574
+36.4%
$413,3820.0%$19.16
21
2026-Q1
Decreased
15,822
-19.3%
$260,5890.0%$16.85
0
2025-Q4
Increased
19,609
+11.0%
$337,4760.0%$17.18
18
2025-Q3
Decreased
17,659
-27.4%
$291,2000.0%$16.37
0
2025-Q2
Increased
24,323
+31.0%
$379,4440.0%$15.20
20
2025-Q1
Increased
18,566
+99.3%
$300,7820.0%$16.33
26
2024-Q4
Increased
9,316
+5.6%
$135,1990.0%$13.41
16
2024-Q3
Increased
8,819
+3.8%
$125,2340.0%$13.58
16
2024-Q2
New
8,500
-
$103,5330.0%$11.49
33

Other major holders of WHG: RENAISSANCE TECHNOLOGIES LLC, GAMCO INVESTORS, INC. ET AL

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