Morgan Stanley shares owned by Copeland Capital Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Copeland Capital Management
from 13F filings
Historical chart of Copeland Capital Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Copeland Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Copeland Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 160k | 158.96 |
| 2025-06-30 | $24M | 168k | 140.86 |
| 2025-03-31 | $20M | 168k | 116.67 |
| 2024-12-31 | $22M | 171k | 125.72 |
| 2024-09-30 | $21M | 198k | 104.24 |
| 2024-06-30 | $20M | 206k | 97.19 |
| 2024-03-31 | $19M | 199k | 94.16 |
| 2023-12-31 | $13M | 141k | 93.25 |
| 2023-09-30 | $12M | 144k | 81.67 |
| 2023-06-30 | $13M | 148k | 85.40 |
| 2023-03-31 | $6.6M | 75k | 87.79 |
| 2022-12-31 | $6.6M | 77k | 85.02 |
| 2022-09-30 | $6.3M | 80k | 79.01 |
| 2022-06-30 | $5.3M | 70k | 76.07 |
More positions owned by Copeland Capital Management
View all positions for Copeland Capital Management