Morgan Stanley shares owned by Comprehensive Portfolio Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Comprehensive Portfolio Management
from 13F filings
Historical chart of Comprehensive Portfolio Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Comprehensive Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 36k | 158.96 |
| 2025-06-30 | $4.7M | 33k | 140.86 |
| 2025-03-31 | $3.5M | 30k | 116.67 |
| 2024-12-31 | $3.7M | 29k | 125.72 |
| 2024-09-30 | $2.9M | 28k | 104.24 |
| 2024-06-30 | $2.8M | 29k | 97.19 |
| 2024-03-31 | $3.1M | 33k | 94.16 |
| 2023-12-31 | $3.0M | 32k | 93.25 |
| 2023-09-30 | $2.6M | 32k | 81.67 |
| 2023-06-30 | $2.8M | 32k | 85.40 |
| 2023-03-31 | $2.5M | 29k | 87.80 |
| 2022-12-31 | $2.4M | 28k | 85.02 |
| 2022-09-30 | $2.8M | 36k | 79.01 |
| 2022-06-30 | $2.0M | 27k | 76.06 |
| 2022-03-31 | $2.3M | 26k | 87.40 |
| 2021-12-31 | $2.5M | 25k | 98.17 |
| 2021-09-30 | $2.6M | 27k | 97.30 |
| 2021-06-30 | $2.1M | 23k | 91.70 |
| 2021-03-31 | $1.7M | 22k | 77.65 |
| 2020-12-31 | $1.2M | 18k | 68.50 |
| 2020-09-30 | $706k | 15k | 48.37 |
| 2020-06-30 | $620k | 13k | 48.28 |
| 2017-12-31 | $226k | 4.3k | 52.58 |
More positions owned by Comprehensive Portfolio Management
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