Morgan Stanley shares owned by Asset Dedication
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Asset Dedication
from 13F filings
Historical chart of Asset Dedication investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Asset Dedication
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 8.8k | 158.96 |
| 2025-06-30 | $1.1M | 7.5k | 140.86 |
| 2025-03-31 | $885k | 7.6k | 116.67 |
| 2024-12-31 | $1.1M | 8.4k | 125.72 |
| 2024-09-30 | $883k | 8.5k | 104.24 |
| 2024-06-30 | $800k | 8.2k | 97.19 |
| 2024-03-31 | $743k | 7.9k | 93.94 |
| 2023-12-31 | $742k | 8.0k | 92.55 |
| 2023-09-30 | $851k | 11k | 81.12 |
| 2023-06-30 | $904k | 11k | 85.05 |
| 2023-03-31 | $1.0M | 12k | 87.84 |
| 2022-12-31 | $830k | 9.8k | 84.97 |
| 2022-09-30 | $731k | 9.3k | 78.70 |
| 2022-03-31 | $637k | 7.3k | 87.24 |
| 2021-12-31 | $721k | 7.4k | 98.08 |
| 2021-09-30 | $627k | 6.5k | 96.94 |
| 2021-06-30 | $589k | 6.4k | 91.66 |
| 2021-03-31 | $209k | 2.7k | 78.16 |
| 2020-12-31 | $415k | 6.0k | 68.61 |
| 2020-09-30 | $278k | 5.7k | 48.93 |
| 2020-06-30 | $78k | 1.6k | 48.57 |
| 2020-03-31 | $34k | 1.0k | 33.24 |
| 2019-12-31 | $173k | 3.4k | 51.21 |
| 2019-09-30 | $83k | 1.9k | 43.43 |
| 2019-06-30 | $298k | 6.8k | 43.91 |
| 2019-03-31 | $149k | 3.5k | 42.33 |
| 2018-12-31 | $165k | 4.2k | 39.65 |
| 2018-09-30 | $92k | 2.0k | 46.25 |
| 2018-06-30 | $272k | 5.8k | 47.16 |
| 2018-03-31 | $319k | 5.9k | 54.12 |
| 2017-12-31 | $288k | 5.5k | 52.58 |
| 2017-09-30 | $264k | 5.5k | 48.20 |
| 2017-06-30 | $244k | 5.5k | 44.55 |
| 2017-03-31 | $234k | 5.5k | 42.72 |
| 2016-12-31 | $232k | 5.5k | 42.36 |
| 2016-09-30 | $137k | 5.5k | 25.01 |
| 2016-06-30 | $137k | 5.5k | 25.01 |
| 2016-03-31 | $137k | 5.5k | 25.01 |
| 2015-12-31 | $634k | 20k | 31.80 |