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Caldwell Investment Management »

Morgan Stanley shares owned by Caldwell Investment Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Caldwell Investment Management from 13F filings

Historical chart of Caldwell Investment Management investment in Morgan Stanley

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Quarterly reported holdings in Morgan Stanley by Caldwell Investment Management

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$40M	250k	158.56

More positions owned by Caldwell Investment Management

Morgan Stanley Com New (MS)

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Miami Intl Hldgs (MIAX)

Bank of America Corporation (BAC)

Intercontinental Exchange (ICE)

Enerflex (EFXT)

Citigroup Com New (C)

Cenovus Energy (CVE)

Sprott Com New (SII)

Kinross Gold Corp (KGC)

Cameco Corporation (CCJ)

Electrovaya Com New (ELVA)

L3harris Technologies (LHX)

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