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Morgan Stanley shares owned by Avalon Trust

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Avalon Trust from 13F filings

Historical chart of Avalon Trust investment in Morgan Stanley

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All positions including Morgan Stanley held by Avalon Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Avalon Trust

Quarter filed Position value Share count Share price at filing
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