Morgan Stanley shares owned by Appleton Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Morgan Stanley
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All positions including Morgan Stanley held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 153k | 158.96 |
| 2025-06-30 | $22M | 155k | 140.86 |
| 2025-03-31 | $18M | 155k | 116.67 |
| 2024-12-31 | $19M | 153k | 125.72 |
| 2024-09-30 | $16M | 158k | 104.24 |
| 2024-06-30 | $15M | 157k | 97.19 |
| 2024-03-31 | $15M | 162k | 94.16 |
| 2023-12-31 | $15M | 158k | 93.25 |
| 2023-09-30 | $12M | 152k | 81.67 |
| 2023-06-30 | $13M | 148k | 85.40 |
| 2023-03-31 | $12M | 140k | 87.80 |
| 2022-12-31 | $8.9M | 105k | 85.02 |
| 2022-09-30 | $8.6M | 109k | 79.01 |
| 2022-06-30 | $8.2M | 108k | 76.06 |
| 2022-03-31 | $9.2M | 105k | 87.40 |
| 2021-12-31 | $9.4M | 96k | 98.16 |
| 2021-09-30 | $7.7M | 79k | 97.31 |
| 2021-06-30 | $6.1M | 67k | 91.69 |
| 2021-03-31 | $3.9M | 51k | 77.66 |
| 2020-12-31 | $2.3M | 34k | 68.54 |
| 2020-09-30 | $1.7M | 35k | 48.36 |
| 2020-06-30 | $1.7M | 36k | 48.29 |
| 2020-03-31 | $1.2M | 36k | 34.00 |
| 2019-12-31 | $1.9M | 37k | 51.12 |
| 2019-09-30 | $1.6M | 37k | 42.68 |
| 2019-06-30 | $1.6M | 37k | 43.81 |
| 2019-03-31 | $1.4M | 33k | 42.21 |
| 2018-12-31 | $1.1M | 27k | 39.66 |
| 2018-09-30 | $1.4M | 29k | 46.55 |
| 2018-06-30 | $1.3M | 28k | 47.41 |
| 2018-03-31 | $1.2M | 22k | 53.94 |
| 2017-12-31 | $828k | 16k | 52.49 |
| 2017-09-30 | $618k | 13k | 48.17 |
| 2017-06-30 | $238k | 5.3k | 44.53 |
| 2017-03-31 | $229k | 5.3k | 42.84 |
| 2016-12-31 | $228k | 5.4k | 42.17 |