Morgan Stanley shares owned by Alpha Family Trust
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Alpha Family Trust
from 13F filings
Historical chart of Alpha Family Trust investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Alpha Family Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Alpha Family Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $640k | 4.0k | 158.96 |
| 2025-06-30 | $567k | 4.0k | 140.86 |
| 2023-09-30 | $360k | 4.4k | 81.67 |
| 2023-06-30 | $376k | 4.4k | 85.40 |
| 2023-03-31 | $387k | 4.4k | 87.80 |
| 2022-12-31 | $375k | 4.4k | 85.02 |
| 2022-09-30 | $204k | 2.6k | 78.92 |