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Morgan Stanley shares owned by Change Path

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

Historical chart of Change Path investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Change Path

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 33k 158.96
2025-06-30 $3.6M 25k 140.86
2025-03-31 $3.0M 26k 116.67
2024-12-31 $2.3M 18k 125.72
2024-09-30 $1.7M 17k 104.24
2024-06-30 $729k 7.5k 97.19
2024-03-31 $944k 8.8k 107.14
2023-12-31 $338k 3.6k 93.37
2023-06-30 $488k 6.0k 81.93
2023-03-31 $389k 4.4k 87.79
2022-12-31 $379k 4.5k 84.92
2022-09-30 $353k 4.5k 79.08
2022-06-30 $845k 11k 76.09
2022-03-31 $465k 5.3k 87.32
2021-12-31 $206k 2.1k 98.19
2021-09-30 $245k 2.5k 97.49
2021-06-30 $209k 2.3k 91.06