Morgan Stanley shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 20k | 158.96 |
| 2021-12-31 | $1.8M | 19k | 98.16 |
| 2021-09-30 | $1.7M | 18k | 97.31 |
| 2021-06-30 | $1.2M | 13k | 91.69 |
| 2021-03-31 | $1.0M | 14k | 77.66 |
| 2020-12-31 | $859k | 13k | 68.53 |
| 2020-09-30 | $562k | 12k | 48.35 |
| 2020-06-30 | $648k | 13k | 48.30 |
| 2020-03-31 | $542k | 16k | 34.00 |
| 2019-12-31 | $793k | 16k | 51.12 |