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
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
More positions owned by Cornerstone Planning Group
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