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Morgan Stanley shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Morgan Stanley

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All positions including Morgan Stanley held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $86k 472 182.34
2025-09-30 $66k 400 165.26
2025-06-30 $29k 204 140.46
2025-03-31 $41k 368 112.31
2024-12-31 $18k 129 136.65
2024-09-30 $13k 109 119.30
2024-03-31 $7.5k 80 93.65
2023-12-31 $9.3k 100 93.25
2023-09-30 $9.4k 115 81.67
2023-06-30 $6.6k 77 85.40
2022-12-31 $7.2k 76 94.16