Morgan Stanley shares owned by Concord Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Concord Asset Management
from 13F filings
Historical chart of Concord Asset Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Concord Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 24k | 158.96 |
| 2025-06-30 | $3.3M | 24k | 140.86 |
| 2025-03-31 | $2.7M | 24k | 112.31 |
| 2024-12-31 | $1.5M | 12k | 125.73 |
| 2024-09-30 | $1.5M | 14k | 104.24 |
| 2024-06-30 | $1.3M | 13k | 97.19 |
| 2024-03-31 | $1.1M | 12k | 94.16 |
| 2023-12-31 | $925k | 9.9k | 93.25 |
| 2023-09-30 | $552k | 6.8k | 81.67 |
| 2023-06-30 | $445k | 5.2k | 85.41 |
| 2023-03-31 | $343k | 3.9k | 87.79 |