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Morgan Stanley shares owned by Catherine Avery Investment Management

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

Historical chart of Catherine Avery Investment Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Catherine Avery Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Catherine Avery Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $744k 4.2k 177.53
2025-09-30 $673k 4.2k 158.96
2025-06-30 $596k 4.2k 140.86
2025-03-31 $518k 4.4k 116.67
2024-12-31 $3.4M 27k 125.72