Morgan Stanley shares owned by Chevy Chase Trust Holdings
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Chevy Chase Trust Holdings
from 13F filings
Historical chart of Chevy Chase Trust Holdings investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Chevy Chase Trust Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Chevy Chase Trust Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $99M | 625k | 158.96 |
| 2025-06-30 | $93M | 657k | 140.86 |
| 2025-03-31 | $76M | 654k | 116.67 |
| 2024-12-31 | $83M | 656k | 125.72 |
| 2024-09-30 | $70M | 673k | 104.24 |
| 2024-06-30 | $67M | 688k | 97.19 |
| 2024-03-31 | $66M | 698k | 94.16 |
| 2023-12-31 | $66M | 711k | 93.25 |
| 2023-09-30 | $59M | 722k | 81.67 |
| 2023-06-30 | $64M | 754k | 85.40 |
| 2023-03-31 | $2.1M | 23k | 87.80 |
| 2022-12-31 | $65M | 763k | 85.02 |
| 2022-09-30 | $65M | 822k | 79.01 |
| 2022-06-30 | $65M | 850k | 76.07 |
| 2022-03-31 | $75M | 857k | 87.40 |
| 2021-12-31 | $85M | 866k | 98.16 |
| 2021-09-30 | $88M | 902k | 97.32 |
| 2021-06-30 | $88M | 954k | 91.69 |
| 2021-03-31 | $79M | 1.0M | 77.66 |
| 2020-12-31 | $71M | 1.0M | 68.53 |
| 2020-09-30 | $43M | 895k | 48.35 |
| 2020-06-30 | $47M | 970k | 48.30 |
| 2020-03-31 | $34M | 997k | 33.98 |
| 2019-12-31 | $56M | 1.1M | 51.12 |
| 2019-09-30 | $48M | 1.1M | 42.67 |
| 2019-06-30 | $50M | 1.1M | 43.81 |
| 2019-03-31 | $57M | 1.2M | 48.25 |
| 2018-12-31 | $45M | 1.1M | 39.65 |
| 2018-09-30 | $56M | 1.2M | 46.57 |
| 2018-06-30 | $60M | 1.3M | 47.40 |
| 2018-03-31 | $70M | 1.3M | 53.96 |
| 2017-12-31 | $70M | 1.3M | 52.47 |
| 2017-09-30 | $65M | 1.4M | 48.17 |
| 2017-06-30 | $60M | 1.3M | 44.56 |
| 2017-03-31 | $58M | 1.4M | 42.83 |
| 2016-12-31 | $55M | 1.3M | 42.25 |
| 2016-09-30 | $44M | 1.4M | 32.06 |
| 2016-06-30 | $34M | 1.3M | 25.97 |
| 2016-03-31 | $32M | 1.3M | 24.99 |
| 2015-12-31 | $40M | 1.2M | 31.80 |
| 2015-09-30 | $39M | 1.2M | 31.51 |
| 2015-06-30 | $47M | 1.2M | 38.79 |
| 2015-03-31 | $43M | 1.2M | 35.69 |
| 2014-12-31 | $45M | 1.2M | 38.80 |
| 2014-09-30 | $40M | 1.2M | 34.58 |
| 2014-06-30 | $32M | 1000k | 32.33 |
| 2014-03-31 | $32M | 1.0M | 31.19 |
| 2013-12-31 | $32M | 1.0M | 31.36 |
| 2013-09-30 | $27M | 1000k | 26.93 |
| 2013-06-30 | $623k | 26k | 24.41 |
| 2013-03-31 | $21M | 959k | 21.97 |
| 2012-12-31 | $19M | 1.0M | 19.13 |
| 2012-09-30 | $15M | 919k | 16.74 |
| 2012-06-30 | $13M | 909k | 14.57 |
| 2012-03-31 | $17M | 868k | 19.63 |
| 2011-12-31 | $12M | 774k | 15.13 |
| 2011-09-30 | $10M | 759k | 13.50 |
| 2011-06-30 | $18M | 796k | 23.01 |
| 2011-03-31 | $21M | 779k | 27.31 |
| 2010-12-31 | $38M | 1.4M | 27.21 |
More positions owned by Chevy Chase Trust Holdings
View all positions for Chevy Chase Trust Holdings