Morgan Stanley shares owned by Avalon Trust
Historical chart of Avalon Trust investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Avalon Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 8.1k | 158.96 |
| 2025-06-30 | $1.1M | 8.0k | 140.86 |
| 2025-03-31 | $1.2M | 10k | 116.67 |
| 2024-12-31 | $1.4M | 11k | 125.72 |
| 2024-09-30 | $1.1M | 11k | 104.24 |
| 2024-06-30 | $1.3M | 13k | 97.19 |
| 2024-03-31 | $1.2M | 13k | 94.16 |
| 2023-12-31 | $1.2M | 13k | 93.25 |
| 2023-09-30 | $1.1M | 13k | 81.67 |
| 2023-06-30 | $1.3M | 16k | 85.40 |
| 2023-03-31 | $1.4M | 16k | 87.80 |